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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 | $18,521 | $88,815-79.1% | $81,882-77.4% | $145,897-87.3% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 14.47% | 1033.75%-1019.3pp | 779.47%-765.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $628 | $3,086-79.6% | $2,916-78.4% | $4,663-86.5% |
| Participant deferral / active EE | $3,154 | $4,647-32.1% | $4,323-27.0% | $6,689-52.8% |
| Admin fee / account holder | $3,168 | $8,434-62.4% | $7,360-57.0% | $13,390-76.3% |