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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 | $26,607 | $96,388-72.4% | $80,627-67.0% | $139,466-80.9% |
| Participation rate | 68.4% | 73.6%-5.2pp | 67.0%+1.4pp | 80.3%-11.9pp |
| Annual return | 18.45% | 1352.08%-1333.6pp | 936.76%-918.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,397 | $3,260-26.5% | $2,723-11.9% | $4,754-49.6% |
| Participant deferral / active EE | $4,264 | $5,224-18.4% | $4,443-4.0% | $6,712-36.5% |
| Admin fee / account holder | $1,661 | $6,603-74.8% | $5,381-69.1% | $11,409-85.4% |