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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 | $9,898 | $102,595-90.4% | $94,057-89.5% | $154,746-93.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 24.68% | 583.42%-558.7pp | 480.62%-455.9pp | 172.34%-147.7pp |
| Employer contribution / active EE | $1,601 | $3,147-49.1% | $2,933-45.4% | $4,379-63.4% |
| Participant deferral / active EE | $2,124 | $5,118-58.5% | $4,709-54.9% | $6,730-68.4% |
| Admin fee / account holder | $1,315 | $7,736-83.0% | $7,244-81.9% | $14,365-90.8% |