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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 | $8,381 | $99,921-91.6% | $85,009-90.1% | $145,959-94.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 8.31% | 83.89%-75.6pp | 66.47%-58.2pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,494 | $3,233-53.8% | $2,728-45.2% | $4,661-67.9% |
| Participant deferral / active EE | $2,274 | $5,293-57.0% | $4,522-49.7% | $6,689-66.0% |
| Admin fee / account holder | $1,180 | $7,252-83.7% | $6,153-80.8% | $13,398-91.2% |