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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 | $38,618 | $76,519-49.5% | $56,025-31.1% | $145,897-73.5% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 16.07% | 3017.03%-3001.0pp | 1712.69%-1696.6pp | 552.29%-536.2pp |
| Employer contribution / active EE | $729 | $1,383-47.3% | $1,042-30.0% | $4,663-84.4% |
| Participant deferral / active EE | $2,505 | $2,624-4.5% | $1,955+28.2% | $6,689-62.5% |
| Admin fee / account holder | $6,153 | $3,331+84.7% | $2,828+117.6% | $13,390-54.0% |