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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 | $7,015 | $72,071-90.3% | $68,368-89.7% | $137,256-94.9% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.0%-26.6pp |
| Annual return | 29.90% | 353.14%-323.2pp | 292.57%-262.7pp | 220.34%-190.4pp |
| Employer contribution / active EE | $591 | $2,788-78.8% | $2,649-77.7% | $4,156-85.8% |
| Participant deferral / active EE | $1,270 | $4,410-71.2% | $4,123-69.2% | $6,407-80.2% |
| Admin fee / account holder | $438 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |