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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 | $7,705 | $72,071-89.3% | $68,368-88.7% | $137,256-94.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 33.98% | 353.14%-319.2pp | 292.57%-258.6pp | 220.34%-186.4pp |
| Employer contribution / active EE | $995 | $2,788-64.3% | $2,649-62.4% | $4,156-76.1% |
| Participant deferral / active EE | $1,385 | $4,410-68.6% | $4,123-66.4% | $6,407-78.4% |
| Admin fee / account holder | $2,082 | $5,336-61.0% | $5,150-59.6% | $12,270-83.0% |