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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 | $19,255 | $57,312-66.4% | $86,617-77.8% | $75,181-74.4% |
| Participation rate | 67.9% | 63.2%+4.7pp | 71.7%-3.8pp | 67.2%+0.7pp |
| Annual return | 19.34% | 2672.78%-2653.4pp | 591.91%-572.6pp | 160.69%-141.3pp |
| Employer contribution / active EE | $2,113 | $2,315-8.7% | $3,023-30.1% | $2,671-20.9% |
| Participant deferral / active EE | $2,470 | $3,319-25.6% | $4,437-44.3% | $4,126-40.1% |
| Admin fee / account holder | $867 | $4,114-78.9% | $5,613-84.5% | $5,650-84.6% |