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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 | $23,946 | $99,011-75.8% | $86,582-72.3% | $147,586-83.8% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 16.71% | 1312.75%-1296.0pp | 965.08%-948.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,237 | $3,132-60.5% | $2,839-56.4% | $4,876-74.6% |
| Participant deferral / active EE | $1,901 | $3,972-52.1% | $3,609-47.3% | $5,439-65.0% |
| Admin fee / account holder | $956 | $5,709-83.2% | $4,904-80.5% | $10,886-91.2% |