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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 | $52,653 | $72,426-27.3% | $67,560-22.1% | $145,897-63.9% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 11.42% | 7226.78%-7215.4pp | 3533.50%-3522.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $374 | $3,074-87.8% | $2,737-86.3% | $4,663-92.0% |
| Participant deferral / active EE | $6,198 | $4,785+29.5% | $4,004+54.8% | $6,689-7.3% |
| Admin fee / account holder | $443 | $5,514-92.0% | $3,994-88.9% | $13,390-96.7% |