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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 | $9,753 | $72,071-86.5% | $68,368-85.7% | $137,256-92.9% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.0%-15.0pp |
| Annual return | 18.90% | 353.14%-334.2pp | 292.57%-273.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $971 | $2,788-65.2% | $2,649-63.3% | $4,156-76.6% |
| Participant deferral / active EE | $3,110 | $4,410-29.5% | $4,123-24.6% | $6,407-51.5% |
| Admin fee / account holder | $1,869 | $5,336-65.0% | $5,150-63.7% | $12,270-84.8% |