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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 | $7,882 | $100,139-92.1% | $85,187-90.7% | $145,884-94.6% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 14.65% | 84.15%-69.5pp | 66.67%-52.0pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,809 | $3,238-44.1% | $2,732-33.8% | $4,662-61.2% |
| Participant deferral / active EE | $5,998 | $5,296+13.3% | $4,525+32.5% | $6,690-10.3% |
| Admin fee / account holder | $2,532 | $7,262-65.1% | $6,162-58.9% | $13,392-81.1% |