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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 | $8,248 | $67,823-87.8% | $52,425-84.3% | $137,256-94.0% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 9.49% | 219.11%-209.6pp | 302.12%-292.6pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,317 | $1,163+99.3% | $914+153.5% | $4,156-44.2% |
| Participant deferral / active EE | $3,092 | $2,288+35.2% | $1,790+72.7% | $6,407-51.7% |
| Admin fee / account holder | $8,621 | $2,844+203.1% | $2,495+245.6% | $12,270-29.7% |