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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 | $28,899 | $88,778-67.4% | $81,844-64.7% | $145,884-80.2% |
| Participation rate | 29.4% | 75.1%-45.7pp | 72.4%-43.0pp | 80.3%-50.9pp |
| Annual return | 23.09% | 1033.03%-1009.9pp | 778.87%-755.8pp | 551.85%-528.8pp |
| Employer contribution / active EE | $465 | $3,087-84.9% | $2,916-84.0% | $4,662-90.0% |
| Participant deferral / active EE | $1,042 | $4,648-77.6% | $4,323-75.9% | $6,690-84.4% |
| Admin fee / account holder | $312 | $8,430-96.3% | $7,355-95.8% | $13,392-97.7% |