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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 | $28,056 | $96,419-70.9% | $80,648-65.2% | $139,487-79.9% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 24.71% | 1352.86%-1328.2pp | 937.21%-912.5pp | 373.84%-349.1pp |
| Employer contribution / active EE | $1,800 | $3,261-44.8% | $2,724-33.9% | $4,755-62.1% |
| Participant deferral / active EE | $7,483 | $5,225+43.2% | $4,443+68.4% | $6,713+11.5% |
| Admin fee / account holder | $1,039 | $6,605-84.3% | $5,382-80.7% | $11,407-90.9% |