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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 | $7,239 | $88,778-91.8% | $81,844-91.2% | $145,884-95.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 11.57% | 1033.03%-1021.5pp | 778.87%-767.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $573 | $3,087-81.4% | $2,916-80.4% | $4,662-87.7% |
| Participant deferral / active EE | $2,395 | $4,648-48.5% | $4,323-44.6% | $6,690-64.2% |
| Admin fee / account holder | $870 | $8,430-89.7% | $7,355-88.2% | $13,392-93.5% |