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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 | $58,160 | $58,391-0.4% | $76,657-24.1% | $72,975-20.3% |
| Participation rate | 32.7% | 67.4%-34.7pp | 72.1%-39.4pp | 69.5%-36.8pp |
| Annual return | 22.27% | 2306.65%-2284.4pp | 1166.74%-1144.5pp | 81.01%-58.7pp |
| Employer contribution / active EE | $556 | $1,787-68.9% | $2,303-75.9% | $2,440-77.2% |
| Participant deferral / active EE | $1,389 | $2,690-48.4% | $3,335-58.4% | $3,608-61.5% |
| Admin fee / account holder | $3,405 | $4,014-15.2% | $6,423-47.0% | $5,124-33.5% |