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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 | $5,927 | $88,815-93.3% | $81,882-92.8% | $145,897-95.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.38% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $722 | $3,086-76.6% | $2,916-75.2% | $4,663-84.5% |
| Participant deferral / active EE | $1,469 | $4,647-68.4% | $4,323-66.0% | $6,689-78.0% |
| Admin fee / account holder | $1,034 | $8,434-87.7% | $7,360-85.9% | $13,390-92.3% |