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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 | $17,001 | $88,778-80.9% | $81,844-79.2% | $145,884-88.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 11.62% | 1033.03%-1021.4pp | 778.87%-767.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,599 | $3,087-48.2% | $2,916-45.2% | $4,662-65.7% |
| Participant deferral / active EE | $1,942 | $4,648-58.2% | $4,323-55.1% | $6,690-71.0% |
| Admin fee / account holder | $1,578 | $8,430-81.3% | $7,355-78.5% | $13,392-88.2% |