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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 | $43,800 | $76,519-42.8% | $56,025-21.8% | $145,897-70.0% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 11.00% | 3017.03%-3006.0pp | 1712.69%-1701.7pp | 552.29%-541.3pp |
| Employer contribution / active EE | $276 | $1,383-80.1% | $1,042-73.5% | $4,663-94.1% |
| Participant deferral / active EE | $2,397 | $2,624-8.7% | $1,955+22.6% | $6,689-64.2% |
| Admin fee / account holder | $3,141 | $3,331-5.7% | $2,828+11.1% | $13,390-76.5% |