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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 | $17,449 | $72,403-75.9% | $67,524-74.2% | $145,978-88.0% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 12.69% | 7197.23%-7184.5pp | 3519.41%-3506.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,061 | $3,072-32.9% | $2,734-24.6% | $4,662-55.8% |
| Participant deferral / active EE | $2,251 | $4,782-52.9% | $4,001-43.7% | $6,690-66.3% |
| Admin fee / account holder | $1,778 | $5,541-67.9% | $4,001-55.6% | $13,400-86.7% |