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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 | $48,851 | $100,911-51.6% | $90,440-46.0% | $158,966-69.3% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 19.61% | 1726.62%-1707.0pp | 1294.38%-1274.8pp | 302.95%-283.3pp |
| Employer contribution / active EE | $2,155 | $3,690-41.6% | $3,263-34.0% | $4,762-54.8% |
| Participant deferral / active EE | $6,623 | $4,348+52.3% | $3,964+67.1% | $5,983+10.7% |
| Admin fee / account holder | $1,621 | $6,507-75.1% | $5,615-71.1% | $11,250-85.6% |