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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 | $6,717 | $97,125-93.1% | $86,233-92.2% | $137,256-95.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 23.06% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,103 | $2,841-61.2% | $2,504-56.0% | $4,156-73.5% |
| Participant deferral / active EE | $1,936 | $5,180-62.6% | $4,559-57.5% | $6,407-69.8% |
| Admin fee / account holder | $661 | $9,725-93.2% | $8,342-92.1% | $12,270-94.6% |