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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 | $19,050 | $104,577-81.8% | $76,667-75.2% | $152,909-87.5% |
| Participation rate | 64.3% | 76.6%-12.3pp | 72.1%-7.8pp | 82.5%-18.2pp |
| Annual return | 35.02% | 1014.36%-979.3pp | 1166.74%-1131.7pp | 345.46%-310.4pp |
| Employer contribution / active EE | $2,789 | $3,119-10.6% | $2,303+21.1% | $4,764-41.5% |
| Participant deferral / active EE | $3,825 | $4,237-9.7% | $3,336+14.6% | $5,851-34.6% |
| Admin fee / account holder | $891 | $12,290-92.8% | $6,423-86.1% | $11,601-92.3% |