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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 | $13,982 | $88,815-84.3% | $81,882-82.9% | $145,897-90.4% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 14.84% | 1033.75%-1018.9pp | 779.47%-764.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,916 | $3,086-37.9% | $2,916-34.3% | $4,663-58.9% |
| Participant deferral / active EE | $2,742 | $4,647-41.0% | $4,323-36.6% | $6,689-59.0% |
| Admin fee / account holder | $1,041 | $8,434-87.7% | $7,360-85.9% | $13,390-92.2% |