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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 | $11,835 | $88,778-86.7% | $81,844-85.5% | $145,884-91.9% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 14.05% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,092 | $3,087-64.6% | $2,916-62.6% | $4,662-76.6% |
| Participant deferral / active EE | $3,386 | $4,648-27.2% | $4,323-21.7% | $6,690-49.4% |
| Admin fee / account holder | $790 | $8,430-90.6% | $7,355-89.3% | $13,392-94.1% |