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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 | $32,642 | $76,522-57.3% | $56,033-41.7% | $145,884-77.6% |
| Participation rate | 26.3% | 63.2%-36.9pp | 52.5%-26.2pp | 80.3%-54.0pp |
| Annual return | 13.28% | 3014.28%-3001.0pp | 1711.38%-1698.1pp | 551.85%-538.6pp |
| Employer contribution / active EE | $540 | $1,382-60.9% | $1,041-48.1% | $4,662-88.4% |
| Participant deferral / active EE | $2,909 | $2,624+10.9% | $1,954+48.9% | $6,690-56.5% |
| Admin fee / account holder | $3,217 | $3,328-3.3% | $2,827+13.8% | $13,392-76.0% |