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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 | $15,215 | $88,815-82.9% | $81,882-81.4% | $145,897-89.6% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 14.35% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $333 | $3,086-89.2% | $2,916-88.6% | $4,663-92.9% |
| Participant deferral / active EE | $1,264 | $4,647-72.8% | $4,323-70.8% | $6,689-81.1% |
| Admin fee / account holder | $4,879 | $8,434-42.2% | $7,360-33.7% | $13,390-63.6% |