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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 | $33,079 | $81,763-59.5% | $58,561-43.5% | $139,466-76.3% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 24.43% | 7427.77%-7403.3pp | 4251.33%-4226.9pp | 373.66%-349.2pp |
| Employer contribution / active EE | $412 | $1,398-70.6% | $1,053-60.9% | $4,754-91.3% |
| Participant deferral / active EE | $3,212 | $2,555+25.7% | $1,923+67.0% | $6,712-52.1% |
| Admin fee / account holder | $595 | $3,273-81.8% | $2,520-76.4% | $11,409-94.8% |