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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 | $26,140 | $88,815-70.6% | $81,882-68.1% | $145,897-82.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 11.40% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,231 | $3,086-27.7% | $2,916-23.5% | $4,663-52.1% |
| Participant deferral / active EE | $3,636 | $4,647-21.8% | $4,323-15.9% | $6,689-45.6% |
| Admin fee / account holder | $955 | $8,434-88.7% | $7,360-87.0% | $13,390-92.9% |