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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 | $6,854 | $88,702-92.3% | $81,780-91.6% | $145,978-95.3% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 10.65% | 1029.12%-1018.5pp | 776.27%-765.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,653 | $3,084-46.4% | $2,914-43.3% | $4,662-64.5% |
| Participant deferral / active EE | $2,639 | $4,645-43.2% | $4,321-38.9% | $6,690-60.6% |
| Admin fee / account holder | $1,964 | $8,414-76.7% | $7,384-73.4% | $13,400-85.3% |