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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 | $25,106 | $156,970-84.0% | $121,210-79.3% | $139,487-82.0% |
| Participation rate | 52.2% | 76.5%-24.3pp | 69.5%-17.4pp | 80.3%-28.2pp |
| Annual return | 15.12% | 1477.10%-1462.0pp | 987.41%-972.3pp | 373.84%-358.7pp |
| Employer contribution / active EE | $921 | $5,546-83.4% | $4,171-77.9% | $4,755-80.6% |
| Participant deferral / active EE | $3,877 | $4,849-20.1% | $4,084-5.1% | $6,713-42.2% |
| Admin fee / account holder | $1,125 | $6,947-83.8% | $5,647-80.1% | $11,407-90.1% |