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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 | $18,373 | $53,841-65.9% | $75,731-75.7% | $85,851-78.6% |
| Participation rate | 54.4% | 69.0%-14.6pp | 74.8%-20.4pp | 69.3%-14.9pp |
| Annual return | 33.37% | 24.54%+8.8pp | 104.65%-71.3pp | 318.63%-285.3pp |
| Employer contribution / active EE | $534 | $2,017-73.5% | $2,743-80.5% | $2,565-79.2% |
| Participant deferral / active EE | $1,650 | $2,895-43.0% | $3,820-56.8% | $3,952-58.2% |
| Admin fee / account holder | $753 | $3,340-77.5% | $3,620-79.2% | $6,261-88.0% |