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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 | $102,595-92.8% | $94,057-92.1% | $154,746-95.2% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 24.76% | 583.42%-558.7pp | 480.62%-455.9pp | 172.34%-147.6pp |
| Employer contribution / active EE | $960 | $3,147-69.5% | $2,933-67.3% | $4,379-78.1% |
| Participant deferral / active EE | $1,299 | $5,118-74.6% | $4,709-72.4% | $6,730-80.7% |
| Admin fee / account holder | $741 | $7,736-90.4% | $7,244-89.8% | $14,365-94.8% |