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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 | $26,686 | $68,097-60.8% | $62,929-57.6% | $137,256-80.6% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 19.43% | 1859.11%-1839.7pp | 1063.93%-1044.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,970 | $2,811-29.9% | $2,505-21.4% | $4,156-52.6% |
| Participant deferral / active EE | $4,355 | $4,553-4.3% | $3,888+12.0% | $6,407-32.0% |
| Admin fee / account holder | $321 | $6,521-95.1% | $5,065-93.7% | $12,270-97.4% |