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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 | $25,941 | $88,815-70.8% | $81,882-68.3% | $145,897-82.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.82% | 1033.75%-1017.9pp | 779.47%-763.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,009 | $3,086-34.9% | $2,916-31.1% | $4,663-56.9% |
| Participant deferral / active EE | $3,241 | $4,647-30.3% | $4,323-25.0% | $6,689-51.5% |
| Admin fee / account holder | $3,455 | $8,434-59.0% | $7,360-53.1% | $13,390-74.2% |