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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 | $26,544 | $100,938-73.7% | $90,461-70.7% | $158,982-83.3% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.7%-4.3pp | 82.0%-13.5pp |
| Annual return | 15.91% | 1727.20%-1711.3pp | 1294.76%-1278.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,030 | $3,691-45.0% | $3,264-37.8% | $4,763-57.4% |
| Participant deferral / active EE | $2,455 | $4,350-43.6% | $3,964-38.1% | $5,983-59.0% |
| Admin fee / account holder | $2,238 | $6,510-65.6% | $5,617-60.2% | $11,252-80.1% |