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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 | $90,530-81.7% | $76,030-78.2% | $145,897-88.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 14.64% | 625.08%-610.4pp | 361.54%-346.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $912 | $3,319-72.5% | $2,688-66.1% | $4,663-80.4% |
| Participant deferral / active EE | $1,974 | $5,164-61.8% | $4,257-53.6% | $6,689-70.5% |
| Admin fee / account holder | $324 | $8,383-96.1% | $6,421-95.0% | $13,390-97.6% |