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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 | $16,226 | $60,393-73.1% | $81,820-80.2% | $74,429-78.2% |
| Participation rate | 35.8% | 62.9%-27.1pp | 72.4%-36.6pp | 67.2%-31.4pp |
| Annual return | 14.94% | 16.89%-2.0pp | 777.93%-763.0pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $696 | $2,626-73.5% | $2,915-76.1% | $2,625-73.5% |
| Participant deferral / active EE | $1,422 | $3,397-58.1% | $4,323-67.1% | $4,348-67.3% |
| Admin fee / account holder | $926 | $1,491-37.9% | $7,391-87.5% | $1,944-52.4% |