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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 | $26,587 | $81,763-67.5% | $58,561-54.6% | $139,466-80.9% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 21.87% | 7427.77%-7405.9pp | 4251.33%-4229.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,071 | $1,398-23.4% | $1,053+1.7% | $4,754-77.5% |
| Participant deferral / active EE | $3,481 | $2,555+36.2% | $1,923+81.0% | $6,712-48.1% |
| Admin fee / account holder | $1,954 | $3,273-40.3% | $2,520-22.5% | $11,409-82.9% |