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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 | $16,689 | $100,911-83.5% | $90,440-81.5% | $158,966-89.5% |
| Participation rate | 26.7% | 75.0%-48.4pp | 72.7%-46.0pp | 82.0%-55.3pp |
| Annual return | 24.13% | 1726.62%-1702.5pp | 1294.38%-1270.2pp | 302.95%-278.8pp |
| Employer contribution / active EE | $461 | $3,690-87.5% | $3,263-85.9% | $4,762-90.3% |
| Participant deferral / active EE | $1,609 | $4,348-63.0% | $3,964-59.4% | $5,983-73.1% |
| Admin fee / account holder | $611 | $6,507-90.6% | $5,615-89.1% | $11,250-94.6% |