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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 | $21,941 | $99,011-77.8% | $86,582-74.7% | $147,586-85.1% |
| Participation rate | 61.1% | 76.3%-15.2pp | 73.5%-12.4pp | 82.8%-21.7pp |
| Annual return | 17.31% | 1312.75%-1295.4pp | 965.08%-947.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $858 | $3,132-72.6% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $2,004 | $3,972-49.5% | $3,609-44.5% | $5,439-63.2% |
| Admin fee / account holder | $1,146 | $5,709-79.9% | $4,904-76.6% | $10,886-89.5% |