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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 | $9,148 | $149,040-93.9% | $120,225-92.4% | $137,256-93.3% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 24.48% | 605.68%-581.2pp | 439.23%-414.7pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,054 | $4,350-75.8% | $3,475-69.7% | $4,156-74.6% |
| Participant deferral / active EE | $4,166 | $4,655-10.5% | $3,999+4.2% | $6,407-35.0% |
| Admin fee / account holder | $2,192 | $6,348-65.5% | $5,696-61.5% | $12,270-82.1% |