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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 | $19,148 | $180,749-89.4% | $160,784-88.1% | $137,256-86.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 17.90% | 2234.46%-2216.6pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,914 | $4,155-53.9% | $3,733-48.7% | $4,156-53.9% |
| Participant deferral / active EE | $2,197 | $6,844-67.9% | $6,293-65.1% | $6,407-65.7% |
| Admin fee / account holder | $404 | $10,397-96.1% | $9,717-95.8% | $12,270-96.7% |