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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 | $36,048 | $72,465-50.3% | $67,575-46.7% | $145,884-75.3% |
| Participation rate | 52.6% | 76.9%-24.3pp | 72.9%-20.3pp | 80.3%-27.7pp |
| Annual return | 13.53% | 7222.56%-7209.0pp | 3528.98%-3515.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $842 | $3,074-72.6% | $2,736-69.2% | $4,662-81.9% |
| Participant deferral / active EE | $1,272 | $4,786-73.4% | $4,003-68.2% | $6,690-81.0% |
| Admin fee / account holder | $548 | $5,515-90.1% | $3,993-86.3% | $13,392-95.9% |