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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 | $23,819 | $57,330-58.5% | $86,656-72.5% | $75,177-68.3% |
| Participation rate | 58.5% | 63.2%-4.7pp | 71.7%-13.2pp | 67.2%-8.7pp |
| Annual return | 16.82% | 2675.40%-2658.6pp | 593.09%-576.3pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,605 | $2,316-30.7% | $3,025-46.9% | $2,671-39.9% |
| Participant deferral / active EE | $1,837 | $3,320-44.7% | $4,439-58.6% | $4,126-55.5% |
| Admin fee / account holder | $2,609 | $4,115-36.6% | $5,619-53.6% | $5,651-53.8% |