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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 | $26,333 | $76,608-65.6% | $56,077-53.0% | $145,877-81.9% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 12.07% | 3009.59%-2997.5pp | 1709.28%-1697.2pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,085 | $1,382-21.5% | $1,040+4.2% | $4,663-76.7% |
| Participant deferral / active EE | $3,252 | $2,624+23.9% | $1,954+66.4% | $6,691-51.4% |
| Admin fee / account holder | $556 | $3,325-83.3% | $2,825-80.3% | $13,402-95.9% |