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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 | $14,524 | $72,465-80.0% | $67,575-78.5% | $145,884-90.0% |
| Participation rate | 54.5% | 76.9%-22.3pp | 72.9%-18.4pp | 80.3%-25.8pp |
| Annual return | 15.17% | 7222.56%-7207.4pp | 3528.98%-3513.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,440 | $3,074-53.2% | $2,736-47.4% | $4,662-69.1% |
| Participant deferral / active EE | $2,719 | $4,786-43.2% | $4,003-32.1% | $6,690-59.4% |
| Admin fee / account holder | $895 | $5,515-83.8% | $3,993-77.6% | $13,392-93.3% |