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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 | $19,864 | $104,544-81.0% | $76,657-74.1% | $152,897-87.0% |
| Participation rate | 61.9% | 76.6%-14.7pp | 72.1%-10.2pp | 82.5%-20.5pp |
| Annual return | 25.63% | 1014.36%-988.7pp | 1166.74%-1141.1pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,832 | $3,118-41.2% | $2,303-20.4% | $4,764-61.5% |
| Participant deferral / active EE | $2,636 | $4,236-37.8% | $3,335-21.0% | $5,851-55.0% |
| Admin fee / account holder | $2,009 | $12,286-83.6% | $6,423-68.7% | $11,599-82.7% |