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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 | $24,546 | $88,778-72.4% | $81,844-70.0% | $145,884-83.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 23.79% | 1033.03%-1009.2pp | 778.87%-755.1pp | 551.85%-528.1pp |
| Employer contribution / active EE | $4,194 | $3,087+35.9% | $2,916+43.8% | $4,662-10.1% |
| Participant deferral / active EE | $1,207 | $4,648-74.0% | $4,323-72.1% | $6,690-82.0% |
| Admin fee / account holder | $2,266 | $8,430-73.1% | $7,355-69.2% | $13,392-83.1% |