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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 | $36,083 | $88,754-59.3% | $81,820-55.9% | $145,877-75.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 19.39% | 1031.77%-1012.4pp | 777.93%-758.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $643 | $3,085-79.2% | $2,915-77.9% | $4,663-86.2% |
| Participant deferral / active EE | $3,382 | $4,648-27.2% | $4,323-21.8% | $6,691-49.5% |
| Admin fee / account holder | $906 | $8,424-89.3% | $7,391-87.7% | $13,402-93.2% |