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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 | $42,057 | $72,465-42.0% | $67,575-37.8% | $145,884-71.2% |
| Participation rate | 9.1% | 76.9%-67.8pp | 72.9%-63.8pp | 80.3%-71.2pp |
| Annual return | 13.98% | 7222.56%-7208.6pp | 3528.98%-3515.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $480 | $3,074-84.4% | $2,736-82.4% | $4,662-89.7% |
| Participant deferral / active EE | $1,410 | $4,786-70.5% | $4,003-64.8% | $6,690-78.9% |
| Admin fee / account holder | $9,714 | $5,515+76.1% | $3,993+143.3% | $13,392-27.5% |