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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 | $6,647 | $97,125-93.2% | $86,233-92.3% | $137,256-95.2% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 20.73% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,144 | $2,841-59.7% | $2,504-54.3% | $4,156-72.5% |
| Participant deferral / active EE | $1,604 | $5,180-69.0% | $4,559-64.8% | $6,407-75.0% |
| Admin fee / account holder | $554 | $9,725-94.3% | $8,342-93.4% | $12,270-95.5% |