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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 | $25,226 | $88,778-71.6% | $81,844-69.2% | $145,884-82.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 10.10% | 1033.03%-1022.9pp | 778.87%-768.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $943 | $3,087-69.4% | $2,916-67.7% | $4,662-79.8% |
| Participant deferral / active EE | $1,409 | $4,648-69.7% | $4,323-67.4% | $6,690-78.9% |
| Admin fee / account holder | $487 | $8,430-94.2% | $7,355-93.4% | $13,392-96.4% |