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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 | $52,942 | $102,624-48.4% | $86,200-38.6% | $139,427-62.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 23.18% | 1922.69%-1899.5pp | 1168.58%-1145.4pp | 373.27%-350.1pp |
| Employer contribution / active EE | $718 | $3,033-76.3% | $2,381-69.8% | $4,752-84.9% |
| Participant deferral / active EE | $3,831 | $4,676-18.1% | $3,986-3.9% | $6,711-42.9% |
| Admin fee / account holder | $7,864 | $8,658-9.2% | $6,853+14.8% | $11,404-31.0% |