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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 | $25,409 | $88,815-71.4% | $81,882-69.0% | $145,897-82.6% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 16.74% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,135 | $3,086-63.2% | $2,916-61.1% | $4,663-75.7% |
| Participant deferral / active EE | $3,619 | $4,647-22.1% | $4,323-16.3% | $6,689-45.9% |
| Admin fee / account holder | $512 | $8,434-93.9% | $7,360-93.0% | $13,390-96.2% |