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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 | $18,345 | $88,754-79.3% | $81,820-77.6% | $145,877-87.4% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 11.00% | 1031.77%-1020.8pp | 777.93%-766.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $677 | $3,085-78.0% | $2,915-76.8% | $4,663-85.5% |
| Participant deferral / active EE | $2,693 | $4,648-42.1% | $4,323-37.7% | $6,691-59.7% |
| Admin fee / account holder | $2,783 | $8,424-67.0% | $7,391-62.3% | $13,402-79.2% |