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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 | $8,377 | $100,262-91.6% | $81,370-89.7% | $145,897-94.3% |
| Participation rate | 60.9% | 74.3%-13.4pp | 69.5%-8.7pp | 80.3%-19.4pp |
| Annual return | 8.22% | 34.52%-26.3pp | 24.85%-16.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,151 | $2,979-61.4% | $2,464-53.3% | $4,663-75.3% |
| Participant deferral / active EE | $1,377 | $4,612-70.1% | $3,885-64.6% | $6,689-79.4% |
| Admin fee / account holder | $785 | $8,163-90.4% | $5,749-86.3% | $13,390-94.1% |