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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 | $20,154 | $88,778-77.3% | $81,844-75.4% | $145,884-86.2% |
| Participation rate | 61.1% | 75.1%-14.0pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 19.22% | 1033.03%-1013.8pp | 778.87%-759.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $4,229 | $3,087+37.0% | $2,916+45.0% | $4,662-9.3% |
| Participant deferral / active EE | $4,892 | $4,648+5.2% | $4,323+13.1% | $6,690-26.9% |
| Admin fee / account holder | $1,160 | $8,430-86.2% | $7,355-84.2% | $13,392-91.3% |