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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 | $38,676 | $58,391-33.8% | $76,667-49.6% | $72,976-47.0% |
| Participation rate | 66.7% | 67.4%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 22.14% | 2306.65%-2284.5pp | 1166.74%-1144.6pp | 81.02%-58.9pp |
| Employer contribution / active EE | $519 | $1,787-70.9% | $2,303-77.5% | $2,440-78.7% |
| Participant deferral / active EE | $1,876 | $2,690-30.3% | $3,336-43.8% | $3,608-48.0% |
| Admin fee / account holder | $3,283 | $4,014-18.2% | $6,423-48.9% | $5,124-35.9% |