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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 | $24,007 | $76,522-68.6% | $56,033-57.2% | $145,884-83.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 6.98% | 3014.28%-3007.3pp | 1711.38%-1704.4pp | 551.85%-544.9pp |
| Employer contribution / active EE | $527 | $1,382-61.9% | $1,041-49.4% | $4,662-88.7% |
| Participant deferral / active EE | $1,314 | $2,624-49.9% | $1,954-32.7% | $6,690-80.4% |
| Admin fee / account holder | $2,162 | $3,328-35.1% | $2,827-23.5% | $13,392-83.9% |