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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 | $64,400 | $100,895-36.2% | $90,430-28.8% | $158,950-59.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 20.25% | 1725.54%-1705.3pp | 1293.73%-1273.5pp | 302.91%-282.7pp |
| Employer contribution / active EE | $794 | $3,689-78.5% | $3,262-75.7% | $4,762-83.3% |
| Participant deferral / active EE | $3,816 | $4,347-12.2% | $3,963-3.7% | $5,983-36.2% |
| Admin fee / account holder | $476 | $6,505-92.7% | $5,613-91.5% | $11,248-95.8% |