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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 | $72,465-75.9% | $67,575-74.2% | $145,884-88.0% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 12.69% | 7222.56%-7209.9pp | 3528.98%-3516.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,061 | $3,074-32.9% | $2,736-24.7% | $4,662-55.8% |
| Participant deferral / active EE | $2,251 | $4,786-53.0% | $4,003-43.8% | $6,690-66.3% |
| Admin fee / account holder | $1,778 | $5,515-67.8% | $3,993-55.5% | $13,392-86.7% |