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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 | $18,864 | $111,814-83.1% | $103,374-81.8% | $145,959-87.1% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.8pp |
| Annual return | 653.83% | 24.77%+629.1pp | 24.89%+628.9pp | 561.95%+91.9pp |
| Employer contribution / active EE | $2,051 | $4,214-51.3% | $3,869-47.0% | $4,661-56.0% |
| Participant deferral / active EE | $3,675 | $5,618-34.6% | $5,058-27.3% | $6,689-45.1% |
| Admin fee / account holder | $1,630 | $9,754-83.3% | $8,394-80.6% | $13,398-87.8% |