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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 | $29,523 | $58,391-49.4% | $76,667-61.5% | $72,976-59.5% |
| Participation rate | 63.9% | 67.4%-3.5pp | 72.1%-8.2pp | 69.5%-5.6pp |
| Annual return | 24.97% | 2306.65%-2281.7pp | 1166.74%-1141.8pp | 81.02%-56.0pp |
| Employer contribution / active EE | $2,164 | $1,787+21.1% | $2,303-6.0% | $2,440-11.3% |
| Participant deferral / active EE | $4,825 | $2,690+79.3% | $3,336+44.6% | $3,608+33.7% |
| Admin fee / account holder | $1,088 | $4,014-72.9% | $6,423-83.1% | $5,124-78.8% |