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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 | $5,234 | $72,071-92.7% | $68,368-92.3% | $137,256-96.2% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.0%-35.0pp |
| Annual return | 32.71% | 353.14%-320.4pp | 292.57%-259.9pp | 220.34%-187.6pp |
| Employer contribution / active EE | $699 | $2,788-74.9% | $2,649-73.6% | $4,156-83.2% |
| Participant deferral / active EE | $1,197 | $4,410-72.9% | $4,123-71.0% | $6,407-81.3% |
| Admin fee / account holder | $1,257 | $5,336-76.4% | $5,150-75.6% | $12,270-89.8% |