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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 | $38,250 | $72,446-47.2% | $67,561-43.4% | $145,877-73.8% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 13.94% | 7211.98%-7198.0pp | 3525.44%-3511.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,251 | $3,072-59.3% | $2,735-54.3% | $4,663-73.2% |
| Participant deferral / active EE | $4,287 | $4,785-10.4% | $4,003+7.1% | $6,691-35.9% |
| Admin fee / account holder | $825 | $5,541-85.1% | $4,006-79.4% | $13,402-93.8% |