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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 | $14,526 | $72,465-80.0% | $67,575-78.5% | $145,884-90.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.70% | 7222.56%-7205.9pp | 3528.98%-3512.3pp | 551.85%-535.1pp |
| Employer contribution / active EE | $457 | $3,074-85.1% | $2,736-83.3% | $4,662-90.2% |
| Participant deferral / active EE | $2,361 | $4,786-50.7% | $4,003-41.0% | $6,690-64.7% |
| Admin fee / account holder | $1,400 | $5,515-74.6% | $3,993-64.9% | $13,392-89.5% |