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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 | $12,198 | $72,426-83.2% | $67,560-81.9% | $145,897-91.6% |
| Participation rate | 63.6% | 76.9%-13.3pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 13.01% | 7226.78%-7213.8pp | 3533.50%-3520.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,460 | $3,074-20.0% | $2,737-10.1% | $4,663-47.2% |
| Participant deferral / active EE | $2,460 | $4,785-48.6% | $4,004-38.6% | $6,689-63.2% |
| Admin fee / account holder | $2,758 | $5,514-50.0% | $3,994-31.0% | $13,390-79.4% |