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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 | $47,829 | $76,608-37.6% | $56,077-14.7% | $145,877-67.2% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 13.84% | 3009.59%-2995.7pp | 1709.28%-1695.4pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,007 | $1,382-27.1% | $1,040-3.2% | $4,663-78.4% |
| Participant deferral / active EE | $3,283 | $2,624+25.1% | $1,954+68.0% | $6,691-50.9% |
| Admin fee / account holder | $1,698 | $3,325-48.9% | $2,825-39.9% | $13,402-87.3% |