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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 | $54,865 | $109,872-50.1% | $98,483-44.3% | $167,536-67.3% |
| Participation rate | 30.8% | 75.8%-45.1pp | 73.3%-42.6pp | 82.1%-51.3pp |
| Annual return | 13.27% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $898 | $3,225-72.2% | $2,961-69.7% | $4,839-81.4% |
| Participant deferral / active EE | $2,105 | $4,673-55.0% | $4,276-50.8% | $6,342-66.8% |
| Admin fee / account holder | $3,086 | $6,757-54.3% | $5,953-48.2% | $12,315-74.9% |