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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 | $24,213 | $180,749-86.6% | $160,784-84.9% | $137,256-82.4% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | 18.88% | 2234.46%-2215.6pp | 1803.92%-1785.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,393 | $4,155-66.5% | $3,733-62.7% | $4,156-66.5% |
| Participant deferral / active EE | $2,213 | $6,844-67.7% | $6,293-64.8% | $6,407-65.5% |
| Admin fee / account holder | $6,983 | $10,397-32.8% | $9,717-28.1% | $12,270-43.1% |