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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 | $11,397 | $72,403-84.3% | $67,524-83.1% | $145,978-92.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 16.29% | 7197.23%-7180.9pp | 3519.41%-3503.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,954 | $3,072-36.4% | $2,734-28.5% | $4,662-58.1% |
| Participant deferral / active EE | $2,455 | $4,782-48.7% | $4,001-38.6% | $6,690-63.3% |
| Admin fee / account holder | $2,017 | $5,541-63.6% | $4,001-49.6% | $13,400-84.9% |