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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 | $41,784 | $76,608-45.5% | $56,077-25.5% | $145,877-71.4% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 12.91% | 3009.59%-2996.7pp | 1709.28%-1696.4pp | 551.28%-538.4pp |
| Employer contribution / active EE | $243 | $1,382-82.4% | $1,040-76.6% | $4,663-94.8% |
| Participant deferral / active EE | $960 | $2,624-63.4% | $1,954-50.9% | $6,691-85.6% |
| Admin fee / account holder | $2,333 | $3,325-29.8% | $2,825-17.4% | $13,402-82.6% |