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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 | $34,429 | $58,391-41.0% | $76,657-55.1% | $72,975-52.8% |
| Participation rate | 52.6% | 67.4%-14.7pp | 72.1%-19.5pp | 69.5%-16.9pp |
| Annual return | 23.20% | 2306.65%-2283.4pp | 1166.74%-1143.5pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,627 | $1,787-8.9% | $2,303-29.3% | $2,440-33.3% |
| Participant deferral / active EE | $2,781 | $2,690+3.4% | $3,335-16.6% | $3,608-22.9% |
| Admin fee / account holder | $1,870 | $4,014-53.4% | $6,423-70.9% | $5,124-63.5% |