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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 | $16,234 | $99,011-83.6% | $86,582-81.2% | $147,586-89.0% |
| Participation rate | 56.5% | 76.3%-19.8pp | 73.5%-17.0pp | 82.8%-26.3pp |
| Annual return | 16.38% | 1312.75%-1296.4pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $80 | $3,132-97.5% | $2,839-97.2% | $4,876-98.4% |
| Participant deferral / active EE | $754 | $3,972-81.0% | $3,609-79.1% | $5,439-86.1% |
| Admin fee / account holder | $992 | $5,709-82.6% | $4,904-79.8% | $10,886-90.9% |