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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 | $28,624-73.8% | $53,647-86.0% | $82,637-90.9% |
| Participation rate | 58.3% | 47.3%+11.1pp | 56.3%+2.1pp | 68.1%-9.7pp |
| Annual return | 25.12% | 664.98%-639.9pp | 358.33%-333.2pp | 53.51%-28.4pp |
| Employer contribution / active EE | $760 | $637+19.3% | $962-21.0% | $2,552-70.2% |
| Participant deferral / active EE | $3,139 | $1,196+162.4% | $1,813+73.1% | $4,126-23.9% |
| Admin fee / account holder | $2,789 | $2,022+38.0% | $2,460+13.4% | $7,339-62.0% |