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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 | $17,598 | $68,097-74.2% | $62,929-72.0% | $137,256-87.2% |
| Participation rate | 54.2% | 77.4%-23.3pp | 73.1%-18.9pp | 80.0%-25.8pp |
| Annual return | 14.95% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $950 | $2,811-66.2% | $2,505-62.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,409 | $4,553-69.0% | $3,888-63.8% | $6,407-78.0% |
| Admin fee / account holder | $1,716 | $6,521-73.7% | $5,065-66.1% | $12,270-86.0% |