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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 | $21,648 | $90,530-76.1% | $76,030-71.5% | $145,897-85.2% |
| Participation rate | 68.4% | 74.4%-6.0pp | 69.1%-0.6pp | 80.3%-11.9pp |
| Annual return | 45.07% | 625.08%-580.0pp | 361.54%-316.5pp | 552.29%-507.2pp |
| Employer contribution / active EE | $1,682 | $3,319-49.3% | $2,688-37.4% | $4,663-63.9% |
| Participant deferral / active EE | $4,022 | $5,164-22.1% | $4,257-5.5% | $6,689-39.9% |
| Admin fee / account holder | $898 | $8,383-89.3% | $6,421-86.0% | $13,390-93.3% |