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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 | $17,568 | $102,635-82.9% | $86,209-79.6% | $139,456-87.4% |
| Participation rate | 56.3% | 74.5%-18.3pp | 69.0%-12.7pp | 80.3%-24.1pp |
| Annual return | 20.21% | 1923.53%-1903.3pp | 1169.05%-1148.8pp | 373.45%-353.2pp |
| Employer contribution / active EE | $1,363 | $3,034-55.1% | $2,381-42.8% | $4,753-71.3% |
| Participant deferral / active EE | $2,187 | $4,677-53.2% | $3,986-45.1% | $6,711-67.4% |
| Admin fee / account holder | $2,612 | $8,661-69.8% | $6,853-61.9% | $11,407-77.1% |