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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 | $12,445 | $88,754-86.0% | $81,820-84.8% | $145,877-91.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.54% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,335 | $3,085-24.3% | $2,915-19.9% | $4,663-49.9% |
| Participant deferral / active EE | $2,425 | $4,648-47.8% | $4,323-43.9% | $6,691-63.8% |
| Admin fee / account holder | $3,218 | $8,424-61.8% | $7,391-56.5% | $13,402-76.0% |