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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 | $16,898 | $88,815-81.0% | $81,882-79.4% | $145,897-88.4% |
| Participation rate | 40.9% | 75.1%-34.2pp | 72.4%-31.5pp | 80.3%-39.4pp |
| Annual return | 13.95% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $756 | $3,086-75.5% | $2,916-74.1% | $4,663-83.8% |
| Participant deferral / active EE | $1,730 | $4,647-62.8% | $4,323-60.0% | $6,689-74.1% |
| Admin fee / account holder | $2,183 | $8,434-74.1% | $7,360-70.3% | $13,390-83.7% |