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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 | $21,451 | $88,815-75.8% | $81,882-73.8% | $145,897-85.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.09% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,582 | $3,086-48.7% | $2,916-45.8% | $4,663-66.1% |
| Participant deferral / active EE | $2,541 | $4,647-45.3% | $4,323-41.2% | $6,689-62.0% |
| Admin fee / account holder | $970 | $8,434-88.5% | $7,360-86.8% | $13,390-92.8% |