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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 | $20,903 | $100,895-79.3% | $90,430-76.9% | $158,950-86.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 15.44% | 1725.54%-1710.1pp | 1293.73%-1278.3pp | 302.91%-287.5pp |
| Employer contribution / active EE | $573 | $3,689-84.5% | $3,262-82.4% | $4,762-88.0% |
| Participant deferral / active EE | $3,362 | $4,347-22.7% | $3,963-15.2% | $5,983-43.8% |
| Admin fee / account holder | $971 | $6,505-85.1% | $5,613-82.7% | $11,248-91.4% |