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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 | $76,519-37.5% | $56,025-14.6% | $145,897-67.2% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 13.84% | 3017.03%-3003.2pp | 1712.69%-1698.9pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,007 | $1,383-27.2% | $1,042-3.4% | $4,663-78.4% |
| Participant deferral / active EE | $3,283 | $2,624+25.1% | $1,955+68.0% | $6,689-50.9% |
| Admin fee / account holder | $1,698 | $3,331-49.0% | $2,828-40.0% | $13,390-87.3% |