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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 | $5,436 | $51,638-89.5% | $68,368-92.0% | $82,448-93.4% |
| Participation rate | 68.6% | 63.6%+5.0pp | 73.8%-5.1pp | 68.1%+0.6pp |
| Annual return | 25.02% | 37.53%-12.5pp | 292.57%-267.6pp | 41.64%-16.6pp |
| Employer contribution / active EE | $767 | $2,047-62.5% | $2,649-71.0% | $2,551-69.9% |
| Participant deferral / active EE | $1,431 | $2,914-50.9% | $4,123-65.3% | $4,139-65.4% |
| Admin fee / account holder | $1,222 | $4,643-73.7% | $5,150-76.3% | $7,234-83.1% |