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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 | $23,719 | $72,446-67.3% | $67,561-64.9% | $145,877-83.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 10.17% | 7211.98%-7201.8pp | 3525.44%-3515.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $650 | $3,072-78.8% | $2,735-76.2% | $4,663-86.1% |
| Participant deferral / active EE | $5,342 | $4,785+11.6% | $4,003+33.4% | $6,691-20.2% |
| Admin fee / account holder | $342 | $5,541-93.8% | $4,006-91.5% | $13,402-97.4% |