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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 | $8,360 | $72,071-88.4% | $68,368-87.8% | $137,256-93.9% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 26.78% | 353.14%-326.4pp | 292.57%-265.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,025 | $2,788-63.3% | $2,649-61.3% | $4,156-75.3% |
| Participant deferral / active EE | $1,974 | $4,410-55.2% | $4,123-52.1% | $6,407-69.2% |
| Admin fee / account holder | $562 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |