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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 | $9,037 | $102,595-91.2% | $94,057-90.4% | $154,746-94.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 17.99% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $628 | $3,147-80.0% | $2,933-78.6% | $4,379-85.6% |
| Participant deferral / active EE | $1,133 | $5,118-77.9% | $4,709-75.9% | $6,730-83.2% |
| Admin fee / account holder | $1,059 | $7,736-86.3% | $7,244-85.4% | $14,365-92.6% |