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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 | $16,955 | $88,778-80.9% | $81,844-79.3% | $145,884-88.4% |
| Participation rate | 43.5% | 75.1%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 10.65% | 1033.03%-1022.4pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,253 | $3,087-59.4% | $2,916-57.0% | $4,662-73.1% |
| Participant deferral / active EE | $1,852 | $4,648-60.2% | $4,323-57.2% | $6,690-72.3% |
| Admin fee / account holder | $988 | $8,430-88.3% | $7,355-86.6% | $13,392-92.6% |