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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 | $88,754-83.9% | $81,820-82.5% | $145,877-90.2% |
| Participation rate | 65.2% | 75.1%-9.9pp | 72.4%-7.2pp | 80.3%-15.1pp |
| Annual return | 14.95% | 1031.77%-1016.8pp | 777.93%-763.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,669 | $3,085-45.9% | $2,915-42.7% | $4,663-64.2% |
| Participant deferral / active EE | $2,278 | $4,648-51.0% | $4,323-47.3% | $6,691-66.0% |
| Admin fee / account holder | $1,235 | $8,424-85.3% | $7,391-83.3% | $13,402-90.8% |