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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 | $22,474 | $180,749-87.6% | $160,784-86.0% | $137,256-83.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 13.56% | 2234.46%-2220.9pp | 1803.92%-1790.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $948 | $4,155-77.2% | $3,733-74.6% | $4,156-77.2% |
| Participant deferral / active EE | $2,439 | $6,844-64.4% | $6,293-61.2% | $6,407-61.9% |
| Admin fee / account holder | $2,892 | $10,397-72.2% | $9,717-70.2% | $12,270-76.4% |