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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 | $100,868-73.7% | $90,414-70.6% | $158,931-83.3% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.7%-4.3pp | 82.0%-13.5pp |
| Annual return | 15.91% | 1724.58%-1708.7pp | 1293.19%-1277.3pp | 302.86%-287.0pp |
| Employer contribution / active EE | $2,030 | $3,689-45.0% | $3,262-37.8% | $4,761-57.4% |
| Participant deferral / active EE | $2,455 | $4,348-43.5% | $3,963-38.1% | $5,982-59.0% |
| Admin fee / account holder | $2,238 | $6,502-65.6% | $5,611-60.1% | $11,247-80.1% |