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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 | $9,201 | $111,535-91.8% | $105,223-91.3% | $137,256-93.3% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 23.19% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,569 | $3,939-60.2% | $3,689-57.5% | $4,156-62.2% |
| Participant deferral / active EE | $3,030 | $5,500-44.9% | $5,072-40.3% | $6,407-52.7% |
| Admin fee / account holder | $2,847 | $9,721-70.7% | $8,859-67.9% | $12,270-76.8% |