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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 | $7,412 | $70,366-89.5% | $66,674-88.9% | $138,895-94.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 24.76% | 386.41%-361.6pp | 321.24%-296.5pp | 145.39%-120.6pp |
| Employer contribution / active EE | $960 | $2,765-65.3% | $2,620-63.4% | $4,194-77.1% |
| Participant deferral / active EE | $1,299 | $4,374-70.3% | $4,084-68.2% | $6,396-79.7% |
| Admin fee / account holder | $741 | $5,262-85.9% | $5,098-85.5% | $12,562-94.1% |