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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 | $31,950 | $102,663-68.9% | $86,216-62.9% | $139,466-77.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 19.20% | 1924.52%-1905.3pp | 1169.42%-1150.2pp | 373.66%-354.5pp |
| Employer contribution / active EE | $4,262 | $3,035+40.5% | $2,382+79.0% | $4,754-10.3% |
| Participant deferral / active EE | $9,685 | $4,677+107.1% | $3,986+143.0% | $6,712+44.3% |
| Admin fee / account holder | $10,492 | $8,663+21.1% | $6,853+53.1% | $11,409-8.0% |