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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 | $6,925 | $90,691-92.4% | $76,119-90.9% | $145,884-95.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 13.40% | 624.52%-611.1pp | 361.25%-347.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $798 | $3,329-76.0% | $2,693-70.4% | $4,662-82.9% |
| Participant deferral / active EE | $1,547 | $5,167-70.1% | $4,259-63.7% | $6,690-76.9% |
| Admin fee / account holder | $3,096 | $8,383-63.1% | $6,421-51.8% | $13,392-76.9% |