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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 | $86,282 | $185,199-53.4% | $142,874-39.6% | $167,518-48.5% |
| Participation rate | 61.5% | 78.5%-16.9pp | 72.0%-10.4pp | 82.1%-20.6pp |
| Annual return | 17.22% | 8556.90%-8539.7pp | 5638.58%-5621.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $531 | $5,606-90.5% | $4,145-87.2% | $4,838-89.0% |
| Participant deferral / active EE | $2,376 | $4,495-47.1% | $3,838-38.1% | $6,342-62.5% |
| Admin fee / account holder | $779 | $8,031-90.3% | $6,561-88.1% | $12,312-93.7% |