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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 | $14,059 | $76,522-81.6% | $56,033-74.9% | $145,884-90.4% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 15.00% | 3014.28%-2999.3pp | 1711.38%-1696.4pp | 551.85%-536.9pp |
| Employer contribution / active EE | $308 | $1,382-77.7% | $1,041-70.4% | $4,662-93.4% |
| Participant deferral / active EE | $586 | $2,624-77.7% | $1,954-70.0% | $6,690-91.2% |
| Admin fee / account holder | $862 | $3,328-74.1% | $2,827-69.5% | $13,392-93.6% |