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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 | $16,959 | $68,097-75.1% | $62,929-73.1% | $137,256-87.6% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 21.48% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,309 | $2,811-53.4% | $2,505-47.7% | $4,156-68.5% |
| Participant deferral / active EE | $2,115 | $4,553-53.5% | $3,888-45.6% | $6,407-67.0% |
| Admin fee / account holder | $547 | $6,521-91.6% | $5,065-89.2% | $12,270-95.5% |