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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 | $16,188 | $68,097-76.2% | $62,929-74.3% | $137,256-88.2% |
| Participation rate | 56.3% | 77.4%-21.2pp | 73.1%-16.9pp | 80.0%-23.7pp |
| Annual return | 21.64% | 1859.11%-1837.5pp | 1063.93%-1042.3pp | 220.34%-198.7pp |
| Employer contribution / active EE | $707 | $2,811-74.8% | $2,505-71.8% | $4,156-83.0% |
| Participant deferral / active EE | $1,673 | $4,553-63.2% | $3,888-57.0% | $6,407-73.9% |
| Admin fee / account holder | $1,055 | $6,521-83.8% | $5,065-79.2% | $12,270-91.4% |