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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 | $14,798 | $88,778-83.3% | $81,844-81.9% | $145,884-89.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.41% | 1033.03%-1020.6pp | 778.87%-766.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $493 | $3,087-84.0% | $2,916-83.1% | $4,662-89.4% |
| Participant deferral / active EE | $2,483 | $4,648-46.6% | $4,323-42.6% | $6,690-62.9% |
| Admin fee / account holder | $2,045 | $8,430-75.7% | $7,355-72.2% | $13,392-84.7% |