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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 | $10,350 | $88,815-88.3% | $81,882-87.4% | $145,897-92.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 10.15% | 1033.75%-1023.6pp | 779.47%-769.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $715 | $3,086-76.8% | $2,916-75.5% | $4,663-84.7% |
| Participant deferral / active EE | $1,239 | $4,647-73.3% | $4,323-71.4% | $6,689-81.5% |
| Admin fee / account holder | $446 | $8,434-94.7% | $7,360-93.9% | $13,390-96.7% |