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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 | $23,652 | $88,815-73.4% | $81,882-71.1% | $145,897-83.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.35% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,563 | $3,086-17.0% | $2,916-12.1% | $4,663-45.0% |
| Participant deferral / active EE | $4,459 | $4,647-4.1% | $4,323+3.1% | $6,689-33.3% |
| Admin fee / account holder | $869 | $8,434-89.7% | $7,360-88.2% | $13,390-93.5% |