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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 | $162,529-94.4% | $130,788-93.0% | $154,746-94.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 24.48% | 510.48%-486.0pp | 386.44%-362.0pp | 172.34%-147.9pp |
| Employer contribution / active EE | $1,054 | $4,447-76.3% | $3,558-70.4% | $4,379-75.9% |
| Participant deferral / active EE | $4,166 | $4,808-13.4% | $4,137+0.7% | $6,730-38.1% |
| Admin fee / account holder | $2,192 | $7,669-71.4% | $6,673-67.2% | $14,365-84.7% |