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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 | $14,328 | $88,815-83.9% | $81,882-82.5% | $145,897-90.2% |
| Participation rate | 65.2% | 75.1%-9.9pp | 72.4%-7.2pp | 80.3%-15.1pp |
| Annual return | 14.95% | 1033.75%-1018.8pp | 779.47%-764.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,669 | $3,086-45.9% | $2,916-42.8% | $4,663-64.2% |
| Participant deferral / active EE | $2,278 | $4,647-51.0% | $4,323-47.3% | $6,689-66.0% |
| Admin fee / account holder | $1,235 | $8,434-85.4% | $7,360-83.2% | $13,390-90.8% |