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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 | $41,186 | $109,872-62.5% | $98,483-58.2% | $167,536-75.4% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 13.59% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,173 | $3,225-32.6% | $2,961-26.6% | $4,839-55.1% |
| Participant deferral / active EE | $2,301 | $4,673-50.8% | $4,276-46.2% | $6,342-63.7% |
| Admin fee / account holder | $697 | $6,757-89.7% | $5,953-88.3% | $12,315-94.3% |