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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 | $7,726 | $97,125-92.0% | $86,233-91.0% | $137,256-94.4% |
| Participation rate | 41.7% | 74.2%-32.5pp | 69.0%-27.4pp | 80.0%-38.3pp |
| Annual return | 16.95% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $921 | $5,180-82.2% | $4,559-79.8% | $6,407-85.6% |
| Admin fee / account holder | $957 | $9,725-90.2% | $8,342-88.5% | $12,270-92.2% |