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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 | $88,754-88.3% | $81,820-87.4% | $145,877-92.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 10.15% | 1031.77%-1021.6pp | 777.93%-767.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $715 | $3,085-76.8% | $2,915-75.5% | $4,663-84.7% |
| Participant deferral / active EE | $1,239 | $4,648-73.4% | $4,323-71.3% | $6,691-81.5% |
| Admin fee / account holder | $446 | $8,424-94.7% | $7,391-94.0% | $13,402-96.7% |