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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 | $88,702-79.1% | $81,780-77.4% | $145,978-87.3% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 14.47% | 1029.12%-1014.7pp | 776.27%-761.8pp | 550.52%-536.0pp |
| Employer contribution / active EE | $628 | $3,084-79.6% | $2,914-78.4% | $4,662-86.5% |
| Participant deferral / active EE | $3,154 | $4,645-32.1% | $4,321-27.0% | $6,690-52.8% |
| Admin fee / account holder | $3,168 | $8,414-62.4% | $7,384-57.1% | $13,400-76.4% |