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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 | $16,203 | $108,897-85.1% | $100,378-83.9% | $145,877-88.9% |
| Participation rate | 69.6% | 83.0%-13.4pp | 81.5%-11.9pp | 80.3%-10.7pp |
| Annual return | 11.74% | 58.17%-46.4pp | 49.41%-37.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,368 | $4,420-69.1% | $3,942-65.3% | $4,663-70.7% |
| Participant deferral / active EE | $4,317 | $8,455-48.9% | $8,087-46.6% | $6,691-35.5% |
| Admin fee / account holder | $1,085 | $9,690-88.8% | $7,899-86.3% | $13,402-91.9% |