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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 | $6,815 | $90,530-92.5% | $76,030-91.0% | $145,897-95.3% |
| Participation rate | 68.4% | 74.4%-6.0pp | 69.1%-0.6pp | 80.3%-11.9pp |
| Annual return | 12.81% | 625.08%-612.3pp | 361.54%-348.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,059 | $3,319-68.1% | $2,688-60.6% | $4,663-77.3% |
| Participant deferral / active EE | $1,212 | $5,164-76.5% | $4,257-71.5% | $6,689-81.9% |
| Admin fee / account holder | $1,514 | $8,383-81.9% | $6,421-76.4% | $13,390-88.7% |