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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 | $23,799 | $88,778-73.2% | $81,844-70.9% | $145,884-83.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 30.94% | 1033.03%-1002.1pp | 778.87%-747.9pp | 551.85%-520.9pp |
| Employer contribution / active EE | $695 | $3,087-77.5% | $2,916-76.2% | $4,662-85.1% |
| Participant deferral / active EE | $770 | $4,648-83.4% | $4,323-82.2% | $6,690-88.5% |
| Admin fee / account holder | $3,779 | $8,430-55.2% | $7,355-48.6% | $13,392-71.8% |