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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 | $29,610 | $169,361-82.5% | $129,397-77.1% | $145,877-79.7% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.6%-8.5pp | 80.3%-19.2pp |
| Annual return | 11.31% | 14395.54%-14384.2pp | 9453.98%-9442.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,521 | $5,542-72.5% | $4,154-63.4% | $4,663-67.4% |
| Participant deferral / active EE | $3,341 | $4,987-33.0% | $4,167-19.8% | $6,691-50.1% |
| Admin fee / account holder | $1,080 | $9,903-89.1% | $7,679-85.9% | $13,402-91.9% |