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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 | $25,862 | $72,465-64.3% | $67,575-61.7% | $145,884-82.3% |
| Participation rate | 59.1% | 76.9%-17.8pp | 72.9%-13.8pp | 80.3%-21.2pp |
| Annual return | 10.86% | 7222.56%-7211.7pp | 3528.98%-3518.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,744 | $3,074-43.3% | $2,736-36.2% | $4,662-62.6% |
| Participant deferral / active EE | $1,060 | $4,786-77.9% | $4,003-73.5% | $6,690-84.2% |
| Admin fee / account holder | $1,908 | $5,515-65.4% | $3,993-52.2% | $13,392-85.8% |