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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 | $31,900 | $76,608-58.4% | $56,077-43.1% | $145,877-78.1% |
| Participation rate | 47.8% | 63.2%-15.4pp | 52.5%-4.7pp | 80.3%-32.5pp |
| Annual return | 22.98% | 3009.59%-2986.6pp | 1709.28%-1686.3pp | 551.28%-528.3pp |
| Employer contribution / active EE | $1,191 | $1,382-13.8% | $1,040+14.4% | $4,663-74.5% |
| Participant deferral / active EE | $6,545 | $2,624+149.4% | $1,954+234.9% | $6,691-2.2% |
| Admin fee / account holder | $619 | $3,325-81.4% | $2,825-78.1% | $13,402-95.4% |