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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 | $32,139 | $76,608-58.0% | $56,077-42.7% | $145,877-78.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 13.42% | 3009.59%-2996.2pp | 1709.28%-1695.9pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,131 | $1,382-18.1% | $1,040+8.7% | $4,663-75.7% |
| Participant deferral / active EE | $3,238 | $2,624+23.4% | $1,954+65.7% | $6,691-51.6% |
| Admin fee / account holder | $348 | $3,325-89.5% | $2,825-87.7% | $13,402-97.4% |