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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 | $28,608 | $185,225-84.6% | $142,898-80.0% | $167,536-82.9% |
| Participation rate | 54.5% | 78.5%-23.9pp | 72.0%-17.4pp | 82.1%-27.6pp |
| Annual return | 16.25% | 8558.12%-8541.9pp | 5639.64%-5623.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,341 | $5,607-76.1% | $4,146-67.7% | $4,839-72.3% |
| Participant deferral / active EE | $3,793 | $4,496-15.6% | $3,838-1.2% | $6,342-40.2% |
| Admin fee / account holder | $2,919 | $8,032-63.7% | $6,560-55.5% | $12,315-76.3% |