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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 | $27,484 | $102,595-73.2% | $94,057-70.8% | $154,746-82.2% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 15.11% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $498 | $3,147-84.2% | $2,933-83.0% | $4,379-88.6% |
| Participant deferral / active EE | $1,614 | $5,118-68.5% | $4,709-65.7% | $6,730-76.0% |
| Admin fee / account holder | $1,211 | $7,736-84.4% | $7,244-83.3% | $14,365-91.6% |