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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 | $31,666 | $76,608-58.7% | $56,077-43.5% | $145,877-78.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 5.37% | 3009.59%-3004.2pp | 1709.28%-1703.9pp | 551.28%-545.9pp |
| Employer contribution / active EE | $625 | $1,382-54.8% | $1,040-39.9% | $4,663-86.6% |
| Participant deferral / active EE | $753 | $2,624-71.3% | $1,954-61.5% | $6,691-88.8% |
| Admin fee / account holder | $1,618 | $3,325-51.3% | $2,825-42.7% | $13,402-87.9% |