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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 | $88,754-74.6% | $81,820-72.5% | $145,877-84.6% |
| Participation rate | 52.2% | 75.1%-22.9pp | 72.4%-20.2pp | 80.3%-28.1pp |
| Annual return | 19.88% | 1031.77%-1011.9pp | 777.93%-758.1pp | 551.28%-531.4pp |
| Employer contribution / active EE | $1,936 | $3,085-37.3% | $2,915-33.6% | $4,663-58.5% |
| Participant deferral / active EE | $6,203 | $4,648+33.5% | $4,323+43.5% | $6,691-7.3% |
| Admin fee / account holder | $667 | $8,424-92.1% | $7,391-91.0% | $13,402-95.0% |