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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 | $23,799 | $88,754-73.2% | $81,820-70.9% | $145,877-83.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 30.94% | 1031.77%-1000.8pp | 777.93%-747.0pp | 551.28%-520.3pp |
| Employer contribution / active EE | $695 | $3,085-77.5% | $2,915-76.2% | $4,663-85.1% |
| Participant deferral / active EE | $770 | $4,648-83.4% | $4,323-82.2% | $6,691-88.5% |
| Admin fee / account holder | $3,779 | $8,424-55.1% | $7,391-48.9% | $13,402-71.8% |