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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 | $31,193 | $185,225-83.2% | $142,898-78.2% | $167,536-81.4% |
| Participation rate | 21.1% | 78.5%-57.4pp | 72.0%-50.9pp | 82.1%-61.1pp |
| Annual return | 33.09% | 8558.12%-8525.0pp | 5639.64%-5606.5pp | 478.82%-445.7pp |
| Employer contribution / active EE | $339 | $5,607-94.0% | $4,146-91.8% | $4,839-93.0% |
| Participant deferral / active EE | $988 | $4,496-78.0% | $3,838-74.3% | $6,342-84.4% |
| Admin fee / account holder | $4,905 | $8,032-38.9% | $6,560-25.2% | $12,315-60.2% |