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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 | $16,558 | $88,815-81.4% | $81,882-79.8% | $145,897-88.7% |
| Participation rate | 26.7% | 75.1%-48.4pp | 72.4%-45.7pp | 80.3%-53.6pp |
| Annual return | 12.34% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-540.0pp |
| Employer contribution / active EE | $580 | $3,086-81.2% | $2,916-80.1% | $4,663-87.6% |
| Participant deferral / active EE | $1,371 | $4,647-70.5% | $4,323-68.3% | $6,689-79.5% |
| Admin fee / account holder | $4,235 | $8,434-49.8% | $7,360-42.5% | $13,390-68.4% |