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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 | $5,458 | $51,638-89.4% | $68,368-92.0% | $82,448-93.4% |
| Participation rate | 64.1% | 63.6%+0.5pp | 73.8%-9.6pp | 68.1%-4.0pp |
| Annual return | 43.01% | 37.53%+5.5pp | 292.57%-249.6pp | 41.64%+1.4pp |
| Employer contribution / active EE | $658 | $2,047-67.9% | $2,649-75.2% | $2,551-74.2% |
| Participant deferral / active EE | $2,664 | $2,914-8.6% | $4,123-35.4% | $4,139-35.6% |
| Admin fee / account holder | $630 | $4,643-86.4% | $5,150-87.8% | $7,234-91.3% |