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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 | $5,604 | $24,891-77.5% | $69,623-92.0% | $74,459-92.5% |
| Participation rate | 68.1% | 63.4%+4.7pp | 66.4%+1.7pp | 67.2%+0.9pp |
| Annual return | 24.42% | 18.53%+5.9pp | 101.23%-76.8pp | 1369.70%-1345.3pp |
| Employer contribution / active EE | $631 | $1,005-37.2% | $1,709-63.1% | $2,626-76.0% |
| Participant deferral / active EE | $1,488 | $1,908-22.0% | $2,890-48.5% | $4,350-65.8% |
| Admin fee / account holder | $1,312 | $1,904-31.1% | $4,696-72.1% | $1,945-32.6% |