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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 | $16,993 | $102,663-83.4% | $86,216-80.3% | $139,466-87.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 17.59% | 1924.52%-1906.9pp | 1169.42%-1151.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,087 | $3,035-64.2% | $2,382-54.4% | $4,754-77.1% |
| Participant deferral / active EE | $1,253 | $4,677-73.2% | $3,986-68.6% | $6,712-81.3% |
| Admin fee / account holder | $812 | $8,663-90.6% | $6,853-88.2% | $11,409-92.9% |