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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 | $19,898 | $72,465-72.5% | $67,575-70.6% | $145,884-86.4% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.8pp | 80.3%-17.1pp |
| Annual return | 11.71% | 7222.56%-7210.8pp | 3528.98%-3517.3pp | 551.85%-540.1pp |
| Employer contribution / active EE | $886 | $3,074-71.2% | $2,736-67.6% | $4,662-81.0% |
| Participant deferral / active EE | $1,698 | $4,786-64.5% | $4,003-57.6% | $6,690-74.6% |
| Admin fee / account holder | $1,796 | $5,515-67.4% | $3,993-55.0% | $13,392-86.6% |