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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 | $16,108 | $76,608-79.0% | $56,077-71.3% | $145,877-89.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 12.68% | 3009.59%-2996.9pp | 1709.28%-1696.6pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,326 | $1,382-4.0% | $1,040+27.5% | $4,663-71.6% |
| Participant deferral / active EE | $3,188 | $2,624+21.5% | $1,954+63.2% | $6,691-52.4% |
| Admin fee / account holder | $1,462 | $3,325-56.0% | $2,825-48.3% | $13,402-89.1% |