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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 | $76,519-58.0% | $56,025-42.6% | $145,897-78.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 13.42% | 3017.03%-3003.6pp | 1712.69%-1699.3pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,131 | $1,383-18.2% | $1,042+8.6% | $4,663-75.7% |
| Participant deferral / active EE | $3,238 | $2,624+23.4% | $1,955+65.7% | $6,689-51.6% |
| Admin fee / account holder | $348 | $3,331-89.6% | $2,828-87.7% | $13,390-97.4% |