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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 | $10,064 | $68,097-85.2% | $62,929-84.0% | $137,256-92.7% |
| Participation rate | 28.6% | 77.4%-48.9pp | 73.1%-44.5pp | 80.0%-51.4pp |
| Annual return | 23.49% | 1859.11%-1835.6pp | 1063.93%-1040.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $497 | $2,811-82.3% | $2,505-80.1% | $4,156-88.0% |
| Participant deferral / active EE | $981 | $4,553-78.4% | $3,888-74.8% | $6,407-84.7% |
| Admin fee / account holder | $1,393 | $6,521-78.6% | $5,065-72.5% | $12,270-88.6% |