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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 | $24,311 | $88,778-72.6% | $81,844-70.3% | $145,884-83.3% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 14.04% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $818 | $3,087-73.5% | $2,916-72.0% | $4,662-82.5% |
| Participant deferral / active EE | $850 | $4,648-81.7% | $4,323-80.3% | $6,690-87.3% |
| Admin fee / account holder | $4,189 | $8,430-50.3% | $7,355-43.0% | $13,392-68.7% |