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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 | $6,854 | $29,051-76.4% | $52,425-86.9% | $67,986-89.9% |
| Participation rate | 67.0% | 30.4%+36.5pp | 55.6%+11.4pp | 57.2%+9.8pp |
| Annual return | 30.09% | 24.00%+6.1pp | 302.12%-272.0pp | 31.67%-1.6pp |
| Employer contribution / active EE | $1,013 | $412+146.1% | $914+10.8% | $2,019-49.8% |
| Participant deferral / active EE | $1,495 | $873+71.3% | $1,790-16.5% | $3,358-55.5% |
| Admin fee / account holder | $856 | $2,113-59.5% | $2,495-65.7% | $3,203-73.3% |