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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 | $9,440 | $72,071-86.9% | $68,368-86.2% | $137,256-93.1% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.0%-15.3pp |
| Annual return | 26.02% | 353.14%-327.1pp | 292.57%-266.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,329 | $2,788-52.3% | $2,649-49.8% | $4,156-68.0% |
| Participant deferral / active EE | $1,867 | $4,410-57.7% | $4,123-54.7% | $6,407-70.9% |
| Admin fee / account holder | $1,118 | $5,336-79.0% | $5,150-78.3% | $12,270-90.9% |