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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 | $30,220 | $88,778-66.0% | $81,844-63.1% | $145,884-79.3% |
| Participation rate | 26.1% | 75.1%-49.0pp | 72.4%-46.3pp | 80.3%-54.2pp |
| Annual return | 10.13% | 1033.03%-1022.9pp | 778.87%-768.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $903 | $3,087-70.8% | $2,916-69.0% | $4,662-80.6% |
| Participant deferral / active EE | $3,317 | $4,648-28.6% | $4,323-23.3% | $6,690-50.4% |
| Admin fee / account holder | $5,592 | $8,430-33.7% | $7,355-24.0% | $13,392-58.2% |