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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 | $22,558 | $88,815-74.6% | $81,882-72.5% | $145,897-84.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.82% | 1033.75%-1019.9pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $519 | $3,086-83.2% | $2,916-82.2% | $4,663-88.9% |
| Participant deferral / active EE | $3,382 | $4,647-27.2% | $4,323-21.8% | $6,689-49.4% |
| Admin fee / account holder | $343 | $8,434-95.9% | $7,360-95.3% | $13,390-97.4% |