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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 | $11,708 | $51,638-77.3% | $68,368-82.9% | $82,448-85.8% |
| Participation rate | 69.4% | 63.6%+5.8pp | 73.8%-4.3pp | 68.1%+1.4pp |
| Annual return | 15.14% | 37.53%-22.4pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $468 | $2,047-77.1% | $2,649-82.3% | $2,551-81.6% |
| Participant deferral / active EE | $1,847 | $2,914-36.6% | $4,123-55.2% | $4,139-55.4% |
| Admin fee / account holder | $1,088 | $4,643-76.6% | $5,150-78.9% | $7,234-85.0% |