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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 | $7,775 | $100,139-92.2% | $85,187-90.9% | $145,884-94.7% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 11.22% | 84.15%-72.9pp | 66.67%-55.4pp | 551.85%-540.6pp |
| Employer contribution / active EE | $896 | $3,238-72.3% | $2,732-67.2% | $4,662-80.8% |
| Participant deferral / active EE | $930 | $5,296-82.4% | $4,525-79.4% | $6,690-86.1% |
| Admin fee / account holder | $2,581 | $7,262-64.5% | $6,162-58.1% | $13,392-80.7% |