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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 | $26,842 | $102,595-73.8% | $94,057-71.5% | $154,746-82.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 21.45% | 583.42%-562.0pp | 480.62%-459.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,646 | $3,147-47.7% | $2,933-43.9% | $4,379-62.4% |
| Participant deferral / active EE | $4,224 | $5,118-17.5% | $4,709-10.3% | $6,730-37.2% |
| Admin fee / account holder | $780 | $7,736-89.9% | $7,244-89.2% | $14,365-94.6% |