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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 | $88,702-64.4% | $81,780-61.4% | $145,978-78.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.78% | 1029.12%-1017.3pp | 776.27%-764.5pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,987 | $3,084-35.6% | $2,914-31.8% | $4,662-57.4% |
| Participant deferral / active EE | $7,408 | $4,645+59.5% | $4,321+71.5% | $6,690+10.7% |
| Admin fee / account holder | $469 | $8,414-94.4% | $7,384-93.6% | $13,400-96.5% |