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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 | $13,795 | $72,465-81.0% | $67,575-79.6% | $145,884-90.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 23.28% | 7222.56%-7199.3pp | 3528.98%-3505.7pp | 551.85%-528.6pp |
| Employer contribution / active EE | $3,571 | $3,074+16.2% | $2,736+30.5% | $4,662-23.4% |
| Participant deferral / active EE | $3,579 | $4,786-25.2% | $4,003-10.6% | $6,690-46.5% |
| Admin fee / account holder | $980 | $5,515-82.2% | $3,993-75.5% | $13,392-92.7% |