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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 | $88,702-87.6% | $81,780-86.5% | $145,978-92.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 16.36% | 1029.12%-1012.8pp | 776.27%-759.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,015 | $3,084-67.1% | $2,914-65.2% | $4,662-78.2% |
| Participant deferral / active EE | $1,972 | $4,645-57.5% | $4,321-54.4% | $6,690-70.5% |
| Admin fee / account holder | $1,020 | $8,414-87.9% | $7,384-86.2% | $13,400-92.4% |