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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 | $6,191 | $88,778-93.0% | $81,844-92.4% | $145,884-95.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.35% | 1033.03%-1020.7pp | 778.87%-766.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $688 | $3,087-77.7% | $2,916-76.4% | $4,662-85.3% |
| Participant deferral / active EE | $1,588 | $4,648-65.8% | $4,323-63.3% | $6,690-76.3% |
| Admin fee / account holder | $320 | $8,430-96.2% | $7,355-95.7% | $13,392-97.6% |