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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 | $16,959 | $76,368-77.8% | $67,681-74.9% | $154,746-89.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 21.48% | 1066.77%-1045.3pp | 590.58%-569.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,309 | $3,151-58.5% | $2,678-51.1% | $4,379-70.1% |
| Participant deferral / active EE | $2,115 | $4,824-56.2% | $3,976-46.8% | $6,730-68.6% |
| Admin fee / account holder | $547 | $8,559-93.6% | $6,100-91.0% | $14,365-96.2% |