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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 | $7,578 | $88,815-91.5% | $81,882-90.7% | $145,897-94.8% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 14.66% | 1033.75%-1019.1pp | 779.47%-764.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $397 | $3,086-87.1% | $2,916-86.4% | $4,663-91.5% |
| Participant deferral / active EE | $1,922 | $4,647-58.6% | $4,323-55.5% | $6,689-71.3% |
| Admin fee / account holder | $625 | $8,434-92.6% | $7,360-91.5% | $13,390-95.3% |