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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 | $70,366-88.1% | $66,674-87.5% | $138,895-94.0% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 26.78% | 386.41%-359.6pp | 321.24%-294.5pp | 145.39%-118.6pp |
| Employer contribution / active EE | $1,025 | $2,765-62.9% | $2,620-60.9% | $4,194-75.6% |
| Participant deferral / active EE | $1,974 | $4,374-54.9% | $4,084-51.7% | $6,396-69.1% |
| Admin fee / account holder | $562 | $5,262-89.3% | $5,098-89.0% | $12,562-95.5% |