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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 | $13,954 | $49,976-72.1% | $66,674-79.1% | $82,637-83.1% |
| Participation rate | 68.4% | 63.1%+5.3pp | 73.7%-5.3pp | 68.1%+0.4pp |
| Annual return | 18.41% | 39.09%-20.7pp | 321.24%-302.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $718 | $1,988-63.9% | $2,620-72.6% | $2,552-71.9% |
| Participant deferral / active EE | $1,274 | $2,847-55.2% | $4,084-68.8% | $4,126-69.1% |
| Admin fee / account holder | $645 | $4,594-86.0% | $5,098-87.3% | $7,339-91.2% |