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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 | $21,795 | $88,754-75.4% | $81,820-73.4% | $145,877-85.1% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 9.84% | 1031.77%-1021.9pp | 777.93%-768.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,176 | $3,085-29.5% | $2,915-25.4% | $4,663-53.3% |
| Participant deferral / active EE | $3,435 | $4,648-26.1% | $4,323-20.5% | $6,691-48.7% |
| Admin fee / account holder | $2,154 | $8,424-74.4% | $7,391-70.9% | $13,402-83.9% |