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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,128 | $47,479-78.7% | $62,929-83.9% | $82,448-87.7% |
| Participation rate | 69.4% | 66.9%+2.6pp | 73.1%-3.7pp | 68.1%+1.4pp |
| Annual return | 26.29% | 20.34%+5.9pp | 1063.93%-1037.6pp | 41.64%-15.4pp |
| Employer contribution / active EE | $1,126 | $1,885-40.3% | $2,505-55.0% | $2,551-55.9% |
| Participant deferral / active EE | $1,457 | $2,870-49.2% | $3,888-62.5% | $4,139-64.8% |
| Admin fee / account holder | $496 | $3,804-87.0% | $5,065-90.2% | $7,234-93.1% |