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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 | $14,060 | $88,778-84.2% | $81,844-82.8% | $145,884-90.4% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 13.60% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,856 | $3,087-39.9% | $2,916-36.4% | $4,662-60.2% |
| Participant deferral / active EE | $1,903 | $4,648-59.1% | $4,323-56.0% | $6,690-71.6% |
| Admin fee / account holder | $594 | $8,430-93.0% | $7,355-91.9% | $13,392-95.6% |