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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 | $5,952 | $88,778-93.3% | $81,844-92.7% | $145,884-95.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.07% | 1033.03%-1021.0pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $572 | $3,087-81.5% | $2,916-80.4% | $4,662-87.7% |
| Participant deferral / active EE | $2,135 | $4,648-54.1% | $4,323-50.6% | $6,690-68.1% |
| Admin fee / account holder | $644 | $8,430-92.4% | $7,355-91.3% | $13,392-95.2% |