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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 | $29,155 | $176,688-83.5% | $130,660-77.7% | $152,897-80.9% |
| Participation rate | 58.3% | 79.0%-20.6pp | 71.7%-13.4pp | 82.5%-24.1pp |
| Annual return | 24.53% | 2693.08%-2668.6pp | 1709.29%-1684.8pp | 345.43%-320.9pp |
| Employer contribution / active EE | $834 | $5,743-85.5% | $4,092-79.6% | $4,764-82.5% |
| Participant deferral / active EE | $3,995 | $4,362-8.4% | $3,603+10.9% | $5,851-31.7% |
| Admin fee / account holder | $1,220 | $7,131-82.9% | $5,463-77.7% | $11,599-89.5% |