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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 | $45,656 | $102,663-55.5% | $86,216-47.0% | $139,466-67.3% |
| Participation rate | 23.1% | 74.5%-51.4pp | 69.0%-45.9pp | 80.3%-57.3pp |
| Annual return | 21.97% | 1924.52%-1902.5pp | 1169.42%-1147.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $650 | $3,035-78.6% | $2,382-72.7% | $4,754-86.3% |
| Participant deferral / active EE | $1,246 | $4,677-73.4% | $3,986-68.7% | $6,712-81.4% |
| Admin fee / account holder | $332 | $8,663-96.2% | $6,853-95.1% | $11,409-97.1% |