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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 | $11,019 | $88,710-87.6% | $81,783-86.5% | $145,959-92.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 16.36% | 1027.26%-1010.9pp | 775.05%-758.7pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,015 | $3,083-67.1% | $2,913-65.1% | $4,661-78.2% |
| Participant deferral / active EE | $1,972 | $4,645-57.5% | $4,320-54.4% | $6,689-70.5% |
| Admin fee / account holder | $1,020 | $8,407-87.9% | $7,380-86.2% | $13,398-92.4% |