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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 | $58,116 | $81,763-28.9% | $58,561-0.8% | $139,466-58.3% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 10.93% | 7427.77%-7416.8pp | 4251.33%-4240.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $968 | $1,398-30.7% | $1,053-8.1% | $4,754-79.6% |
| Participant deferral / active EE | $1,600 | $2,555-37.4% | $1,923-16.8% | $6,712-76.2% |
| Admin fee / account holder | $455 | $3,273-86.1% | $2,520-82.0% | $11,409-96.0% |