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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 | $11,942 | $88,778-86.5% | $81,844-85.4% | $145,884-91.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 15.40% | 1033.03%-1017.6pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,403 | $3,087-22.2% | $2,916-17.6% | $4,662-48.5% |
| Participant deferral / active EE | $716 | $4,648-84.6% | $4,323-83.4% | $6,690-89.3% |
| Admin fee / account holder | $1,555 | $8,430-81.6% | $7,355-78.9% | $13,392-88.4% |