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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 | $18,117 | $88,778-79.6% | $81,844-77.9% | $145,884-87.6% |
| Participation rate | 68.4% | 75.1%-6.6pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 14.21% | 1033.03%-1018.8pp | 778.87%-764.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,484 | $3,087-51.9% | $2,916-49.1% | $4,662-68.2% |
| Participant deferral / active EE | $2,738 | $4,648-41.1% | $4,323-36.7% | $6,690-59.1% |
| Admin fee / account holder | $2,058 | $8,430-75.6% | $7,355-72.0% | $13,392-84.6% |