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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 | $7,948 | $72,071-89.0% | $68,368-88.4% | $137,256-94.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 30.09% | 353.14%-323.1pp | 292.57%-262.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $1,011 | $2,788-63.7% | $2,649-61.8% | $4,156-75.7% |
| Participant deferral / active EE | $1,015 | $4,410-77.0% | $4,123-75.4% | $6,407-84.2% |
| Admin fee / account holder | $833 | $5,336-84.4% | $5,150-83.8% | $12,270-93.2% |