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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 | $54,788 | $109,872-50.1% | $98,483-44.4% | $167,536-67.3% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 17.07% | 1959.31%-1942.2pp | 1494.38%-1477.3pp | 478.82%-461.7pp |
| Employer contribution / active EE | $734 | $3,225-77.3% | $2,961-75.2% | $4,839-84.8% |
| Participant deferral / active EE | $2,520 | $4,673-46.1% | $4,276-41.1% | $6,342-60.3% |
| Admin fee / account holder | $389 | $6,757-94.2% | $5,953-93.5% | $12,315-96.8% |