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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 | $13,656 | $88,778-84.6% | $81,844-83.3% | $145,884-90.6% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.0pp | 80.3%-22.0pp |
| Annual return | 12.85% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,312 | $3,087-57.5% | $2,916-55.0% | $4,662-71.9% |
| Participant deferral / active EE | $2,294 | $4,648-50.7% | $4,323-47.0% | $6,690-65.7% |
| Admin fee / account holder | $424 | $8,430-95.0% | $7,355-94.2% | $13,392-96.8% |