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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 | $88,754-84.2% | $81,820-82.9% | $145,877-90.4% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 14.84% | 1031.77%-1016.9pp | 777.93%-763.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,916 | $3,085-37.9% | $2,915-34.3% | $4,663-58.9% |
| Participant deferral / active EE | $2,742 | $4,648-41.0% | $4,323-36.6% | $6,691-59.0% |
| Admin fee / account holder | $1,041 | $8,424-87.6% | $7,391-85.9% | $13,402-92.2% |