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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 | $16,011 | $81,727-80.4% | $58,534-72.6% | $139,427-88.5% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 18.23% | 7422.38%-7404.2pp | 4248.32%-4230.1pp | 373.27%-355.0pp |
| Employer contribution / active EE | $378 | $1,399-73.0% | $1,054-64.1% | $4,752-92.0% |
| Participant deferral / active EE | $558 | $2,557-78.2% | $1,924-71.0% | $6,711-91.7% |
| Admin fee / account holder | $3,138 | $3,271-4.1% | $2,519+24.6% | $11,404-72.5% |