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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 | $25,577 | $28,624-10.6% | $53,647-52.3% | $82,637-69.0% |
| Participation rate | 41.2% | 47.3%-6.1pp | 56.3%-15.1pp | 68.1%-26.9pp |
| Annual return | 20.62% | 664.98%-644.4pp | 358.33%-337.7pp | 53.51%-32.9pp |
| Employer contribution / active EE | $1,148 | $637+80.4% | $962+19.4% | $2,552-55.0% |
| Participant deferral / active EE | $1,633 | $1,196+36.5% | $1,813-10.0% | $4,126-60.4% |
| Admin fee / account holder | $2,096 | $2,022+3.7% | $2,460-14.8% | $7,339-71.4% |