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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 | $76,785-37.7% | $56,441-15.3% | $145,959-67.2% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 13.84% | 3000.51%-2986.7pp | 1704.21%-1690.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,007 | $1,381-27.1% | $1,039-3.1% | $4,661-78.4% |
| Participant deferral / active EE | $3,283 | $2,624+25.1% | $1,953+68.1% | $6,689-50.9% |
| Admin fee / account holder | $1,698 | $3,334-49.1% | $2,829-40.0% | $13,398-87.3% |