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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 | $5,508 | $88,815-93.8% | $81,882-93.3% | $145,897-96.2% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 14.04% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,026 | $3,086-66.8% | $2,916-64.8% | $4,663-78.0% |
| Participant deferral / active EE | $1,335 | $4,647-71.3% | $4,323-69.1% | $6,689-80.0% |
| Admin fee / account holder | $793 | $8,434-90.6% | $7,360-89.2% | $13,390-94.1% |