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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 | $16,406 | $111,814-85.3% | $93,654-82.5% | $145,959-88.8% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 14.80% | 203.30%-188.5pp | 133.34%-118.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $945 | $3,092-69.4% | $2,421-60.9% | $4,661-79.7% |
| Participant deferral / active EE | $2,000 | $4,914-59.3% | $4,413-54.7% | $6,689-70.1% |
| Admin fee / account holder | $975 | $10,246-90.5% | $8,282-88.2% | $13,398-92.7% |