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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 | $51,849 | $72,465-28.4% | $67,575-23.3% | $145,884-64.5% |
| Participation rate | 54.2% | 76.9%-22.7pp | 72.9%-18.7pp | 80.3%-26.1pp |
| Annual return | 14.21% | 7222.56%-7208.3pp | 3528.98%-3514.8pp | 551.85%-537.6pp |
| Employer contribution / active EE | $679 | $3,074-77.9% | $2,736-75.2% | $4,662-85.4% |
| Participant deferral / active EE | $880 | $4,786-81.6% | $4,003-78.0% | $6,690-86.8% |
| Admin fee / account holder | $1,079 | $5,515-80.4% | $3,993-73.0% | $13,392-91.9% |