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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 | $6,982 | $149,040-95.3% | $120,225-94.2% | $137,256-94.9% |
| Participation rate | 26.3% | 75.4%-49.1pp | 69.6%-43.3pp | 80.0%-53.6pp |
| Annual return | 19.37% | 605.68%-586.3pp | 439.23%-419.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $290 | $4,350-93.3% | $3,475-91.7% | $4,156-93.0% |
| Participant deferral / active EE | $573 | $4,655-87.7% | $3,999-85.7% | $6,407-91.0% |
| Admin fee / account holder | $1,512 | $6,348-76.2% | $5,696-73.4% | $12,270-87.7% |