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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 | $7,784 | $110,039-92.9% | $97,260-92.0% | $145,884-94.7% |
| Participation rate | 43.8% | 75.9%-32.2pp | 72.7%-28.9pp | 80.3%-36.6pp |
| Annual return | 8.85% | 244.44%-235.6pp | 75.54%-66.7pp | 551.85%-543.0pp |
| Employer contribution / active EE | $569 | $3,074-81.5% | $2,721-79.1% | $4,662-87.8% |
| Participant deferral / active EE | $2,997 | $4,674-35.9% | $4,262-29.7% | $6,690-55.2% |
| Admin fee / account holder | $4,701 | $6,204-24.2% | $5,640-16.6% | $13,392-64.9% |