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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 | $7,496 | $29,319-74.4% | $52,425-85.7% | $82,448-90.9% |
| Participation rate | 58.3% | 46.9%+11.5pp | 55.6%+2.7pp | 68.1%-9.7pp |
| Annual return | 25.12% | 535.20%-510.1pp | 302.12%-277.0pp | 41.64%-16.5pp |
| Employer contribution / active EE | $760 | $586+29.5% | $914-16.9% | $2,551-70.2% |
| Participant deferral / active EE | $3,139 | $1,171+167.9% | $1,790+75.3% | $4,139-24.2% |
| Admin fee / account holder | $2,789 | $1,962+42.2% | $2,495+11.8% | $7,234-61.4% |