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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 | $7,336 | $100,262-92.7% | $81,370-91.0% | $145,897-95.0% |
| Participation rate | 47.1% | 74.3%-27.2pp | 69.5%-22.5pp | 80.3%-33.2pp |
| Annual return | 17.87% | 34.52%-16.6pp | 24.85%-7.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $596 | $2,979-80.0% | $2,464-75.8% | $4,663-87.2% |
| Participant deferral / active EE | $1,312 | $4,612-71.6% | $3,885-66.2% | $6,689-80.4% |
| Admin fee / account holder | $356 | $8,163-95.6% | $5,749-93.8% | $13,390-97.3% |