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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 | $5,158 | $88,778-94.2% | $81,844-93.7% | $145,884-96.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 9.98% | 1033.03%-1023.1pp | 778.87%-768.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $920 | $4,648-80.2% | $4,323-78.7% | $6,690-86.3% |
| Admin fee / account holder | $341 | $8,430-96.0% | $7,355-95.4% | $13,392-97.5% |