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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 | $88,778-72.9% | $81,844-70.6% | $145,884-83.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.86% | 1033.03%-1021.2pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,621 | $3,087-15.1% | $2,916-10.1% | $4,662-43.8% |
| Participant deferral / active EE | $4,457 | $4,648-4.1% | $4,323+3.1% | $6,690-33.4% |
| Admin fee / account holder | $1,559 | $8,430-81.5% | $7,355-78.8% | $13,392-88.4% |