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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 | $27,774 | $96,419-71.2% | $80,648-65.6% | $139,487-80.1% |
| Participation rate | 41.2% | 73.6%-32.5pp | 67.0%-25.8pp | 80.3%-39.2pp |
| Annual return | 21.29% | 1352.86%-1331.6pp | 937.21%-915.9pp | 373.84%-352.6pp |
| Employer contribution / active EE | $803 | $3,261-75.4% | $2,724-70.5% | $4,755-83.1% |
| Participant deferral / active EE | $2,271 | $5,225-56.5% | $4,443-48.9% | $6,713-66.2% |
| Admin fee / account holder | $1,583 | $6,605-76.0% | $5,382-70.6% | $11,407-86.1% |