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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 | $2,469 | $70,366-96.5% | $66,674-96.3% | $138,895-98.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 19.63% | 386.41%-366.8pp | 321.24%-301.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $646 | $2,765-76.7% | $2,620-75.4% | $4,194-84.6% |
| Participant deferral / active EE | $646 | $4,374-85.2% | $4,084-84.2% | $6,396-89.9% |
| Admin fee / account holder | $592 | $5,262-88.7% | $5,098-88.4% | $12,562-95.3% |