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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 | $16,741 | $88,778-81.1% | $81,844-79.5% | $145,884-88.5% |
| Participation rate | 26.7% | 75.1%-48.4pp | 72.4%-45.7pp | 80.3%-53.6pp |
| Annual return | 15.30% | 1033.03%-1017.7pp | 778.87%-763.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $968 | $3,087-68.6% | $2,916-66.8% | $4,662-79.2% |
| Participant deferral / active EE | $1,768 | $4,648-62.0% | $4,323-59.1% | $6,690-73.6% |
| Admin fee / account holder | $513 | $8,430-93.9% | $7,355-93.0% | $13,392-96.2% |