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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 | $5,852 | $72,071-91.9% | $68,368-91.4% | $137,256-95.7% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 29.30% | 353.14%-323.8pp | 292.57%-263.3pp | 220.34%-191.0pp |
| Employer contribution / active EE | $914 | $2,788-67.2% | $2,649-65.5% | $4,156-78.0% |
| Participant deferral / active EE | $1,445 | $4,410-67.2% | $4,123-64.9% | $6,407-77.4% |
| Admin fee / account holder | $1,073 | $5,336-79.9% | $5,150-79.2% | $12,270-91.3% |