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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 | $24,053 | $88,702-72.9% | $81,780-70.6% | $145,978-83.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.86% | 1029.12%-1017.3pp | 776.27%-764.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,621 | $3,084-15.0% | $2,914-10.1% | $4,662-43.8% |
| Participant deferral / active EE | $4,457 | $4,645-4.1% | $4,321+3.2% | $6,690-33.4% |
| Admin fee / account holder | $1,559 | $8,414-81.5% | $7,384-78.9% | $13,400-88.4% |