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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 | $11,248 | $102,595-89.0% | $94,057-88.0% | $154,746-92.7% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 19.92% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $607 | $3,147-80.7% | $2,933-79.3% | $4,379-86.1% |
| Participant deferral / active EE | $1,079 | $5,118-78.9% | $4,709-77.1% | $6,730-84.0% |
| Admin fee / account holder | $5,712 | $7,736-26.2% | $7,244-21.2% | $14,365-60.2% |