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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 | $24,120 | $81,763-70.5% | $58,561-58.8% | $139,466-82.7% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 27.50% | 7427.77%-7400.3pp | 4251.33%-4223.8pp | 373.66%-346.2pp |
| Employer contribution / active EE | $1,661 | $1,398+18.8% | $1,053+57.7% | $4,754-65.1% |
| Participant deferral / active EE | $2,935 | $2,555+14.9% | $1,923+52.6% | $6,712-56.3% |
| Admin fee / account holder | $872 | $3,273-73.4% | $2,520-65.4% | $11,409-92.4% |