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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 | $24,994 | $58,391-57.2% | $76,667-67.4% | $72,976-65.8% |
| Participation rate | 46.1% | 67.4%-21.3pp | 72.1%-26.0pp | 69.5%-23.4pp |
| Annual return | 16.56% | 2306.65%-2290.1pp | 1166.74%-1150.2pp | 81.02%-64.5pp |
| Employer contribution / active EE | $1,450 | $1,787-18.8% | $2,303-37.0% | $2,440-40.6% |
| Participant deferral / active EE | $2,319 | $2,690-13.8% | $3,336-30.5% | $3,608-35.7% |
| Admin fee / account holder | $576 | $4,014-85.7% | $6,423-91.0% | $5,124-88.8% |