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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 | $76,634-58.7% | $56,054-43.5% | $145,978-78.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 5.37% | 3004.33%-2999.0pp | 1705.95%-1700.6pp | 550.52%-545.1pp |
| Employer contribution / active EE | $625 | $1,380-54.7% | $1,039-39.8% | $4,662-86.6% |
| Participant deferral / active EE | $753 | $2,622-71.3% | $1,952-61.5% | $6,690-88.8% |
| Admin fee / account holder | $1,618 | $3,321-51.3% | $2,822-42.7% | $13,400-87.9% |