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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 | $23,770 | $88,778-73.2% | $81,844-71.0% | $145,884-83.7% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 13.45% | 1033.03%-1019.6pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $640 | $3,087-79.3% | $2,916-78.1% | $4,662-86.3% |
| Participant deferral / active EE | $3,035 | $4,648-34.7% | $4,323-29.8% | $6,690-54.6% |
| Admin fee / account holder | $338 | $8,430-96.0% | $7,355-95.4% | $13,392-97.5% |