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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 | $8,061 | $69,248-88.4% | $64,101-87.4% | $139,466-94.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 13.85% | 45.95%-32.1pp | 33.72%-19.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $927 | $3,185-70.9% | $2,749-66.3% | $4,754-80.5% |
| Participant deferral / active EE | $1,315 | $4,682-71.9% | $3,881-66.1% | $6,712-80.4% |
| Admin fee / account holder | $898 | $4,247-78.9% | $3,070-70.8% | $11,409-92.1% |