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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 | $16,771 | $102,663-83.7% | $86,216-80.5% | $139,466-88.0% |
| Participation rate | 30.4% | 74.5%-44.1pp | 69.0%-38.5pp | 80.3%-49.9pp |
| Annual return | 16.10% | 1924.52%-1908.4pp | 1169.42%-1153.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $836 | $3,035-72.4% | $2,382-64.9% | $4,754-82.4% |
| Participant deferral / active EE | $1,209 | $4,677-74.2% | $3,986-69.7% | $6,712-82.0% |
| Admin fee / account holder | $6,673 | $8,663-23.0% | $6,853-2.6% | $11,409-41.5% |