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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 | $7,074 | $154,754-95.4% | $124,206-94.3% | $138,895-94.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 23.39% | 709.28%-685.9pp | 515.27%-491.9pp | 145.39%-122.0pp |
| Employer contribution / active EE | $573 | $4,446-87.1% | $3,540-83.8% | $4,194-86.3% |
| Participant deferral / active EE | $573 | $4,621-87.6% | $3,968-85.6% | $6,396-91.0% |
| Admin fee / account holder | $541 | $6,690-91.9% | $5,929-90.9% | $12,562-95.7% |