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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 | $72,403-27.3% | $67,524-22.0% | $145,978-63.9% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 11.42% | 7197.23%-7185.8pp | 3519.41%-3508.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $374 | $3,072-87.8% | $2,734-86.3% | $4,662-92.0% |
| Participant deferral / active EE | $6,198 | $4,782+29.6% | $4,001+54.9% | $6,690-7.3% |
| Admin fee / account holder | $443 | $5,541-92.0% | $4,001-88.9% | $13,400-96.7% |