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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 | $18,281 | $123,982-85.3% | $69,701-73.8% | $145,959-87.5% |
| Participation rate | 20.0% | 69.2%-49.2pp | 66.4%-46.4pp | 80.3%-60.3pp |
| Annual return | 6.99% | 191.01%-184.0pp | 100.32%-93.3pp | 561.95%-555.0pp |
| Employer contribution / active EE | $616 | $2,681-77.0% | $1,713-64.1% | $4,661-86.8% |
| Participant deferral / active EE | $1,523 | $4,236-64.1% | $2,887-47.3% | $6,689-77.2% |
| Admin fee / account holder | $4,812 | $7,867-38.8% | $4,717+2.0% | $13,398-64.1% |