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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 | $31,541 | $88,815-64.5% | $81,882-61.5% | $145,897-78.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.78% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,987 | $3,086-35.6% | $2,916-31.9% | $4,663-57.4% |
| Participant deferral / active EE | $7,408 | $4,647+59.4% | $4,323+71.4% | $6,689+10.7% |
| Admin fee / account holder | $469 | $8,434-94.4% | $7,360-93.6% | $13,390-96.5% |