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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 | $3,499 | $22,602-84.5% | $65,328-94.6% | $75,181-95.3% |
| Participation rate | 51.1% | 63.1%-12.0pp | 64.9%-13.9pp | 67.2%-16.1pp |
| Annual return | 124.31% | 71.13%+53.2pp | 47.39%+76.9pp | 160.69%-36.4pp |
| Employer contribution / active EE | $808 | $941-14.1% | $1,692-52.2% | $2,671-69.7% |
| Participant deferral / active EE | $1,997 | $1,695+17.8% | $2,832-29.5% | $4,126-51.6% |
| Admin fee / account holder | $422 | $1,877-77.5% | $4,116-89.7% | $5,650-92.5% |