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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 | $16,177 | $70,366-77.0% | $66,674-75.7% | $138,895-88.4% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.7%-14.6pp | 79.9%-20.8pp |
| Annual return | 77.60% | 386.41%-308.8pp | 321.24%-243.6pp | 145.39%-67.8pp |
| Employer contribution / active EE | $585 | $2,765-78.8% | $2,620-77.7% | $4,194-86.0% |
| Participant deferral / active EE | $816 | $4,374-81.3% | $4,084-80.0% | $6,396-87.2% |
| Admin fee / account holder | $931 | $5,262-82.3% | $5,098-81.7% | $12,562-92.6% |