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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 | $15,647 | $102,595-84.7% | $94,057-83.4% | $154,746-89.9% |
| Participation rate | 21.1% | 76.0%-54.9pp | 73.3%-52.3pp | 80.7%-59.6pp |
| Annual return | 20.62% | 583.42%-562.8pp | 480.62%-460.0pp | 172.34%-151.7pp |
| Employer contribution / active EE | $470 | $3,147-85.1% | $2,933-84.0% | $4,379-89.3% |
| Participant deferral / active EE | $1,082 | $5,118-78.9% | $4,709-77.0% | $6,730-83.9% |
| Admin fee / account holder | $2,069 | $7,736-73.3% | $7,244-71.4% | $14,365-85.6% |