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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 | $53,348 | $76,519-30.3% | $56,025-4.8% | $145,897-63.4% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.5pp | 80.3%-59.3pp |
| Annual return | 14.27% | 3017.03%-3002.8pp | 1712.69%-1698.4pp | 552.29%-538.0pp |
| Employer contribution / active EE | $387 | $1,383-72.0% | $1,042-62.8% | $4,663-91.7% |
| Participant deferral / active EE | $1,667 | $2,624-36.5% | $1,955-14.7% | $6,689-75.1% |
| Admin fee / account holder | $1,012 | $3,331-69.6% | $2,828-64.2% | $13,390-92.4% |