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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 | $6,250 | $72,071-91.3% | $68,368-90.9% | $137,256-95.4% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 30.54% | 353.14%-322.6pp | 292.57%-262.0pp | 220.34%-189.8pp |
| Employer contribution / active EE | $869 | $2,788-68.8% | $2,649-67.2% | $4,156-79.1% |
| Participant deferral / active EE | $1,491 | $4,410-66.2% | $4,123-63.8% | $6,407-76.7% |
| Admin fee / account holder | $1,645 | $5,336-69.2% | $5,150-68.1% | $12,270-86.6% |