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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 | $31,681 | $109,872-71.2% | $98,483-67.8% | $167,536-81.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 18.85% | 1959.31%-1940.5pp | 1494.38%-1475.5pp | 478.82%-460.0pp |
| Employer contribution / active EE | $956 | $3,225-70.4% | $2,961-67.7% | $4,839-80.2% |
| Participant deferral / active EE | $3,879 | $4,673-17.0% | $4,276-9.3% | $6,342-38.8% |
| Admin fee / account holder | $342 | $6,757-94.9% | $5,953-94.3% | $12,315-97.2% |