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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 | $6,379 | $72,071-91.1% | $68,368-90.7% | $137,256-95.4% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 709.07% | 353.14%+355.9pp | 292.57%+416.5pp | 220.34%+488.7pp |
| Employer contribution / active EE | $1,186 | $2,788-57.5% | $2,649-55.2% | $4,156-71.5% |
| Participant deferral / active EE | $1,186 | $4,410-73.1% | $4,123-71.2% | $6,407-81.5% |
| Admin fee / account holder | $3,018 | $5,336-43.4% | $5,150-41.4% | $12,270-75.4% |