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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 | $24,797 | $73,546-66.3% | $63,018-60.7% | $147,586-83.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 12.30% | 175.56%-163.3pp | 87.62%-75.3pp | 578.59%-566.3pp |
| Employer contribution / active EE | $3,133 | $3,324-5.7% | $2,761+13.5% | $4,876-35.8% |
| Participant deferral / active EE | $6,161 | $4,185+47.2% | $3,330+85.0% | $5,439+13.3% |
| Admin fee / account holder | $732 | $5,956-87.7% | $3,601-79.7% | $10,886-93.3% |