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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 | $20,160 | $100,911-80.0% | $90,440-77.7% | $158,966-87.3% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.7%-4.3pp | 82.0%-13.5pp |
| Annual return | 18.22% | 1726.62%-1708.4pp | 1294.38%-1276.2pp | 302.95%-284.7pp |
| Employer contribution / active EE | $808 | $3,690-78.1% | $3,263-75.2% | $4,762-83.0% |
| Participant deferral / active EE | $1,470 | $4,348-66.2% | $3,964-62.9% | $5,983-75.4% |
| Admin fee / account holder | $504 | $6,507-92.3% | $5,615-91.0% | $11,250-95.5% |