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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 | $6,140 | $88,778-93.1% | $81,844-92.5% | $145,884-95.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.05% | 1033.03%-1016.0pp | 778.87%-761.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $472 | $3,087-84.7% | $2,916-83.8% | $4,662-89.9% |
| Participant deferral / active EE | $763 | $4,648-83.6% | $4,323-82.4% | $6,690-88.6% |
| Admin fee / account holder | $882 | $8,430-89.5% | $7,355-88.0% | $13,392-93.4% |