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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 | $8,623 | $96,361-91.1% | $80,607-89.3% | $139,456-93.8% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 23.05% | 1350.95%-1327.9pp | 936.11%-913.1pp | 373.45%-350.4pp |
| Employer contribution / active EE | $1,421 | $3,262-56.5% | $2,724-47.9% | $4,753-70.1% |
| Participant deferral / active EE | $1,436 | $5,232-72.6% | $4,448-67.7% | $6,711-78.6% |
| Admin fee / account holder | $524 | $6,601-92.1% | $5,379-90.3% | $11,407-95.4% |