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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 | $79,280 | $76,608+3.5% | $56,077+41.4% | $145,877-45.7% |
| Participation rate | 18.2% | 63.2%-45.1pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 14.07% | 3009.59%-2995.5pp | 1709.28%-1695.2pp | 551.28%-537.2pp |
| Employer contribution / active EE | $449 | $1,382-67.5% | $1,040-56.9% | $4,663-90.4% |
| Participant deferral / active EE | $1,637 | $2,624-37.6% | $1,954-16.2% | $6,691-75.5% |
| Admin fee / account holder | $409 | $3,325-87.7% | $2,825-85.5% | $13,402-97.0% |