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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 | $14,924 | $99,011-84.9% | $86,582-82.8% | $147,586-89.9% |
| Participation rate | 53.3% | 76.3%-23.0pp | 73.5%-20.2pp | 82.8%-29.5pp |
| Annual return | 14.30% | 1312.75%-1298.4pp | 965.08%-950.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $564 | $3,132-82.0% | $2,839-80.1% | $4,876-88.4% |
| Participant deferral / active EE | $2,947 | $3,972-25.8% | $3,609-18.3% | $5,439-45.8% |
| Admin fee / account holder | $3,542 | $5,709-38.0% | $4,904-27.8% | $10,886-67.5% |