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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 | $17,333 | $90,614-80.9% | $76,089-77.2% | $145,877-88.1% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.1%-27.0pp | 80.3%-38.2pp |
| Annual return | 14.78% | 623.80%-609.0pp | 360.94%-346.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $600 | $3,324-81.9% | $2,690-77.7% | $4,663-87.1% |
| Participant deferral / active EE | $2,140 | $5,168-58.6% | $4,259-49.7% | $6,691-68.0% |
| Admin fee / account holder | $4,705 | $8,376-43.8% | $6,418-26.7% | $13,402-64.9% |