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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 | $34,768 | $76,608-54.6% | $56,077-38.0% | $145,877-76.2% |
| Participation rate | 35.0% | 63.2%-28.2pp | 52.5%-17.5pp | 80.3%-45.3pp |
| Annual return | 10.39% | 3009.59%-2999.2pp | 1709.28%-1698.9pp | 551.28%-540.9pp |
| Employer contribution / active EE | $449 | $1,382-67.5% | $1,040-56.8% | $4,663-90.4% |
| Participant deferral / active EE | $1,872 | $2,624-28.7% | $1,954-4.2% | $6,691-72.0% |
| Admin fee / account holder | $456 | $3,325-86.3% | $2,825-83.8% | $13,402-96.6% |