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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 | $8,531 | $70,366-87.9% | $66,674-87.2% | $138,895-93.9% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 21.82% | 386.41%-364.6pp | 321.24%-299.4pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,611 | $2,765-41.7% | $2,620-38.5% | $4,194-61.6% |
| Participant deferral / active EE | $1,687 | $4,374-61.4% | $4,084-58.7% | $6,396-73.6% |
| Admin fee / account holder | $916 | $5,262-82.6% | $5,098-82.0% | $12,562-92.7% |