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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 | $27,422 | $176,688-84.5% | $130,660-79.0% | $152,897-82.1% |
| Participation rate | 18.2% | 79.0%-60.8pp | 71.7%-53.6pp | 82.5%-64.3pp |
| Annual return | 18.71% | 2693.08%-2674.4pp | 1709.29%-1690.6pp | 345.43%-326.7pp |
| Employer contribution / active EE | $450 | $5,743-92.2% | $4,092-89.0% | $4,764-90.6% |
| Participant deferral / active EE | $3,150 | $4,362-27.8% | $3,603-12.6% | $5,851-46.2% |
| Admin fee / account holder | $11,064 | $7,131+55.1% | $5,463+102.5% | $11,599-4.6% |