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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 | $24,623 | $65,434-62.4% | $98,483-75.0% | $85,847-71.3% |
| Participation rate | 62.2% | 65.0%-2.9pp | 73.3%-11.2pp | 69.3%-7.2pp |
| Annual return | 16.09% | 21.75%-5.7pp | 1494.38%-1478.3pp | 318.61%-302.5pp |
| Employer contribution / active EE | $4,246 | $2,169+95.8% | $2,961+43.4% | $2,565+65.5% |
| Participant deferral / active EE | $1,407 | $3,168-55.6% | $4,276-67.1% | $3,952-64.4% |
| Admin fee / account holder | $733 | $4,595-84.0% | $5,953-87.7% | $6,261-88.3% |