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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 | $70,366-91.7% | $66,674-91.2% | $138,895-95.8% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.7%-15.3pp | 79.9%-21.6pp |
| Annual return | 29.30% | 386.41%-357.1pp | 321.24%-291.9pp | 145.39%-116.1pp |
| Employer contribution / active EE | $914 | $2,765-66.9% | $2,620-65.1% | $4,194-78.2% |
| Participant deferral / active EE | $1,445 | $4,374-67.0% | $4,084-64.6% | $6,396-77.4% |
| Admin fee / account holder | $1,073 | $5,262-79.6% | $5,098-79.0% | $12,562-91.5% |