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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 | $76,634-30.4% | $56,054-4.8% | $145,978-63.5% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.4pp | 80.3%-59.2pp |
| Annual return | 14.27% | 3004.33%-2990.1pp | 1705.95%-1691.7pp | 550.52%-536.2pp |
| Employer contribution / active EE | $387 | $1,380-71.9% | $1,039-62.7% | $4,662-91.7% |
| Participant deferral / active EE | $1,667 | $2,622-36.4% | $1,952-14.6% | $6,690-75.1% |
| Admin fee / account holder | $1,012 | $3,321-69.5% | $2,822-64.1% | $13,400-92.4% |