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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 | $24,184 | $88,778-72.8% | $81,844-70.5% | $145,884-83.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 10.61% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $743 | $3,087-75.9% | $2,916-74.5% | $4,662-84.1% |
| Participant deferral / active EE | $1,638 | $4,648-64.8% | $4,323-62.1% | $6,690-75.5% |
| Admin fee / account holder | $757 | $8,430-91.0% | $7,355-89.7% | $13,392-94.3% |