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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 | $13,698 | $88,702-84.6% | $81,780-83.2% | $145,978-90.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.70% | 1029.12%-1019.4pp | 776.27%-766.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $5,931 | $3,084+92.3% | $2,914+103.5% | $4,662+27.2% |
| Participant deferral / active EE | $4,334 | $4,645-6.7% | $4,321+0.3% | $6,690-35.2% |
| Admin fee / account holder | $18,948 | $8,414+125.2% | $7,384+156.6% | $13,400+41.4% |