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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 | $30,961 | $96,419-67.9% | $80,648-61.6% | $139,487-77.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 24.79% | 1352.86%-1328.1pp | 937.21%-912.4pp | 373.84%-349.1pp |
| Employer contribution / active EE | $1,703 | $3,261-47.8% | $2,724-37.5% | $4,755-64.2% |
| Participant deferral / active EE | $2,584 | $5,225-50.5% | $4,443-41.8% | $6,713-61.5% |
| Admin fee / account holder | $919 | $6,605-86.1% | $5,382-82.9% | $11,407-91.9% |