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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 | $22,520 | $88,815-74.6% | $81,882-72.5% | $145,897-84.6% |
| Participation rate | 52.2% | 75.1%-22.9pp | 72.4%-20.2pp | 80.3%-28.1pp |
| Annual return | 19.88% | 1033.75%-1013.9pp | 779.47%-759.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,936 | $3,086-37.3% | $2,916-33.6% | $4,663-58.5% |
| Participant deferral / active EE | $6,203 | $4,647+33.5% | $4,323+43.5% | $6,689-7.3% |
| Admin fee / account holder | $667 | $8,434-92.1% | $7,360-90.9% | $13,390-95.0% |