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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 | $72,446-79.9% | $67,561-78.5% | $145,877-90.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.70% | 7211.98%-7195.3pp | 3525.44%-3508.7pp | 551.28%-534.6pp |
| Employer contribution / active EE | $457 | $3,072-85.1% | $2,735-83.3% | $4,663-90.2% |
| Participant deferral / active EE | $2,361 | $4,785-50.7% | $4,003-41.0% | $6,691-64.7% |
| Admin fee / account holder | $1,400 | $5,541-74.7% | $4,006-65.1% | $13,402-89.6% |