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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 | $3,978 | $70,366-94.3% | $66,674-94.0% | $138,895-97.1% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 16.37% | 386.41%-370.0pp | 321.24%-304.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $639 | $2,765-76.9% | $2,620-75.6% | $4,194-84.8% |
| Participant deferral / active EE | $1,135 | $4,374-74.0% | $4,084-72.2% | $6,396-82.3% |
| Admin fee / account holder | $1,728 | $5,262-67.2% | $5,098-66.1% | $12,562-86.2% |