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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 | $16,563 | $90,614-81.7% | $76,089-78.2% | $145,877-88.6% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 14.64% | 623.80%-609.2pp | 360.94%-346.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $912 | $3,324-72.6% | $2,690-66.1% | $4,663-80.4% |
| Participant deferral / active EE | $1,974 | $5,168-61.8% | $4,259-53.7% | $6,691-70.5% |
| Admin fee / account holder | $324 | $8,376-96.1% | $6,418-95.0% | $13,402-97.6% |