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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 | $68,097-90.9% | $62,929-90.2% | $137,256-95.5% |
| Participation rate | 58.8% | 77.4%-18.6pp | 73.1%-14.3pp | 80.0%-21.1pp |
| Annual return | 28.21% | 1859.11%-1830.9pp | 1063.93%-1035.7pp | 220.34%-192.1pp |
| Employer contribution / active EE | $531 | $2,811-81.1% | $2,505-78.8% | $4,156-87.2% |
| Participant deferral / active EE | $1,376 | $4,553-69.8% | $3,888-64.6% | $6,407-78.5% |
| Admin fee / account holder | $509 | $6,521-92.2% | $5,065-89.9% | $12,270-95.9% |