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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 | $37,849 | $102,635-63.1% | $86,209-56.1% | $139,456-72.9% |
| Participation rate | 26.3% | 74.5%-48.2pp | 69.0%-42.6pp | 80.3%-54.0pp |
| Annual return | 25.33% | 1923.53%-1898.2pp | 1169.05%-1143.7pp | 373.45%-348.1pp |
| Employer contribution / active EE | $769 | $3,034-74.6% | $2,381-67.7% | $4,753-83.8% |
| Participant deferral / active EE | $1,782 | $4,677-61.9% | $3,986-55.3% | $6,711-73.5% |
| Admin fee / account holder | $1,179 | $8,661-86.4% | $6,853-82.8% | $11,407-89.7% |