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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 | $25,844 | $68,097-62.0% | $62,929-58.9% | $137,256-81.2% |
| Participation rate | 64.7% | 77.4%-12.7pp | 73.1%-8.4pp | 80.0%-15.3pp |
| Annual return | 20.26% | 1859.11%-1838.9pp | 1063.93%-1043.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,745 | $2,811-37.9% | $2,505-30.3% | $4,156-58.0% |
| Participant deferral / active EE | $2,763 | $4,553-39.3% | $3,888-28.9% | $6,407-56.9% |
| Admin fee / account holder | $741 | $6,521-88.6% | $5,065-85.4% | $12,270-94.0% |