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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 | $6,815 | $90,614-92.5% | $76,089-91.0% | $145,877-95.3% |
| Participation rate | 68.4% | 74.5%-6.1pp | 69.1%-0.7pp | 80.3%-11.9pp |
| Annual return | 12.81% | 623.80%-611.0pp | 360.94%-348.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,059 | $3,324-68.1% | $2,690-60.6% | $4,663-77.3% |
| Participant deferral / active EE | $1,212 | $5,168-76.5% | $4,259-71.5% | $6,691-81.9% |
| Admin fee / account holder | $1,514 | $8,376-81.9% | $6,418-76.4% | $13,402-88.7% |