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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 | $27,004 | $100,938-73.2% | $90,461-70.1% | $158,982-83.0% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.7%-54.5pp | 82.0%-63.8pp |
| Annual return | 10.35% | 1727.20%-1716.9pp | 1294.76%-1284.4pp | 302.99%-292.6pp |
| Employer contribution / active EE | $630 | $3,691-82.9% | $3,264-80.7% | $4,763-86.8% |
| Participant deferral / active EE | $2,074 | $4,350-52.3% | $3,964-47.7% | $5,983-65.3% |
| Admin fee / account holder | $1,114 | $6,510-82.9% | $5,617-80.2% | $11,252-90.1% |