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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 | $16,086 | $99,921-83.9% | $85,009-81.1% | $145,959-89.0% |
| Participation rate | 34.8% | 74.1%-39.3pp | 67.5%-32.7pp | 80.3%-45.5pp |
| Annual return | 14.39% | 83.89%-69.5pp | 66.47%-52.1pp | 561.95%-547.6pp |
| Employer contribution / active EE | $851 | $3,233-73.7% | $2,728-68.8% | $4,661-81.7% |
| Participant deferral / active EE | $1,358 | $5,293-74.3% | $4,522-70.0% | $6,689-79.7% |
| Admin fee / account holder | $2,197 | $7,252-69.7% | $6,153-64.3% | $13,398-83.6% |