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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 | $31,106 | $76,519-59.3% | $56,025-44.5% | $145,897-78.7% |
| Participation rate | 52.2% | 63.2%-11.1pp | 52.5%-0.3pp | 80.3%-28.1pp |
| Annual return | 18.61% | 3017.03%-2998.4pp | 1712.69%-1694.1pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,409 | $1,383+1.8% | $1,042+35.2% | $4,663-69.8% |
| Participant deferral / active EE | $4,267 | $2,624+62.6% | $1,955+118.3% | $6,689-36.2% |
| Admin fee / account holder | $985 | $3,331-70.4% | $2,828-65.2% | $13,390-92.6% |