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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 | $6,171 | $70,121-91.2% | $63,803-90.3% | $138,895-95.6% |
| Participation rate | 58.8% | 77.2%-18.4pp | 72.7%-13.9pp | 79.9%-21.1pp |
| Annual return | 28.21% | 946.48%-918.3pp | 543.72%-515.5pp | 145.39%-117.2pp |
| Employer contribution / active EE | $531 | $2,882-81.6% | $2,532-79.0% | $4,194-87.3% |
| Participant deferral / active EE | $1,376 | $4,535-69.7% | $3,843-64.2% | $6,396-78.5% |
| Admin fee / account holder | $509 | $6,738-92.4% | $5,196-90.2% | $12,562-95.9% |