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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 | $26,324 | $100,895-73.9% | $90,430-70.9% | $158,950-83.4% |
| Participation rate | 52.2% | 75.0%-22.9pp | 72.7%-20.5pp | 82.0%-29.8pp |
| Annual return | 22.28% | 1725.54%-1703.3pp | 1293.73%-1271.4pp | 302.91%-280.6pp |
| Employer contribution / active EE | $1,368 | $3,689-62.9% | $3,262-58.1% | $4,762-71.3% |
| Participant deferral / active EE | $4,811 | $4,347+10.7% | $3,963+21.4% | $5,983-19.6% |
| Admin fee / account holder | $561 | $6,505-91.4% | $5,613-90.0% | $11,248-95.0% |