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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 | $52,526 | $76,608-31.4% | $56,077-6.3% | $145,877-64.0% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 13.31% | 3009.59%-2996.3pp | 1709.28%-1696.0pp | 551.28%-538.0pp |
| Employer contribution / active EE | $402 | $1,382-70.9% | $1,040-61.4% | $4,663-91.4% |
| Participant deferral / active EE | $1,058 | $2,624-59.7% | $1,954-45.9% | $6,691-84.2% |
| Admin fee / account holder | $634 | $3,325-80.9% | $2,825-77.6% | $13,402-95.3% |