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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 | $6,195 | $88,702-93.0% | $81,780-92.4% | $145,978-95.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.77% | 1029.12%-1015.4pp | 776.27%-762.5pp | 550.52%-536.7pp |
| Employer contribution / active EE | $729 | $3,084-76.4% | $2,914-75.0% | $4,662-84.4% |
| Participant deferral / active EE | $1,526 | $4,645-67.1% | $4,321-64.7% | $6,690-77.2% |
| Admin fee / account holder | $442 | $8,414-94.8% | $7,384-94.0% | $13,400-96.7% |