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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 | $14,584 | $88,754-83.6% | $81,820-82.2% | $145,877-90.0% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 10.74% | 1031.77%-1021.0pp | 777.93%-767.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,002 | $3,085-67.5% | $2,915-65.6% | $4,663-78.5% |
| Participant deferral / active EE | $1,653 | $4,648-64.4% | $4,323-61.8% | $6,691-75.3% |
| Admin fee / account holder | $1,675 | $8,424-80.1% | $7,391-77.3% | $13,402-87.5% |