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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 | $22,161 | $72,446-69.4% | $67,561-67.2% | $145,877-84.8% |
| Participation rate | 52.9% | 76.9%-23.9pp | 72.9%-20.0pp | 80.3%-27.4pp |
| Annual return | 10.90% | 7211.98%-7201.1pp | 3525.44%-3514.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,253 | $3,072-59.2% | $2,735-54.2% | $4,663-73.1% |
| Participant deferral / active EE | $1,605 | $4,785-66.4% | $4,003-59.9% | $6,691-76.0% |
| Admin fee / account holder | $12,378 | $5,541+123.4% | $4,006+209.0% | $13,402-7.6% |