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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 | $9,705 | $95,664-89.9% | $76,902-87.4% | $139,487-93.0% |
| Participation rate | 37.5% | 74.0%-36.5pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 24.40% | 55.03%-30.6pp | 37.91%-13.5pp | 373.84%-349.4pp |
| Employer contribution / active EE | $602 | $3,147-80.9% | $2,534-76.2% | $4,755-87.3% |
| Participant deferral / active EE | $1,121 | $4,626-75.8% | $3,833-70.7% | $6,713-83.3% |
| Admin fee / account holder | $821 | $8,311-90.1% | $5,479-85.0% | $11,407-92.8% |