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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 | $8,208 | $88,778-90.8% | $81,844-90.0% | $145,884-94.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.14% | 1033.03%-1012.9pp | 778.87%-758.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $1,412 | $3,087-54.2% | $2,916-51.6% | $4,662-69.7% |
| Participant deferral / active EE | $3,210 | $4,648-30.9% | $4,323-25.7% | $6,690-52.0% |
| Admin fee / account holder | $337 | $8,430-96.0% | $7,355-95.4% | $13,392-97.5% |