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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 | $76,522-37.5% | $56,033-14.6% | $145,884-67.2% |
| Participation rate | 23.1% | 63.2%-40.1pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 13.84% | 3014.28%-3000.4pp | 1711.38%-1697.5pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,007 | $1,382-27.2% | $1,041-3.3% | $4,662-78.4% |
| Participant deferral / active EE | $3,283 | $2,624+25.1% | $1,954+68.0% | $6,690-50.9% |
| Admin fee / account holder | $1,698 | $3,328-49.0% | $2,827-39.9% | $13,392-87.3% |