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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 | $42,668 | $81,749-47.8% | $58,544-27.1% | $139,456-69.4% |
| Participation rate | 26.7% | 61.3%-34.7pp | 50.9%-24.2pp | 80.3%-53.7pp |
| Annual return | 21.93% | 7425.45%-7403.5pp | 4249.56%-4227.6pp | 373.45%-351.5pp |
| Employer contribution / active EE | $458 | $1,398-67.2% | $1,053-56.5% | $4,753-90.4% |
| Participant deferral / active EE | $1,176 | $2,555-54.0% | $1,923-38.8% | $6,711-82.5% |
| Admin fee / account holder | $860 | $3,272-73.7% | $2,520-65.9% | $11,407-92.5% |