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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 | $42,751 | $68,097-37.2% | $62,929-32.1% | $137,256-68.9% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 17.28% | 1859.11%-1841.8pp | 1063.93%-1046.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $360 | $2,811-87.2% | $2,505-85.6% | $4,156-91.3% |
| Participant deferral / active EE | $1,283 | $4,553-71.8% | $3,888-67.0% | $6,407-80.0% |
| Admin fee / account holder | $1,725 | $6,521-73.5% | $5,065-65.9% | $12,270-85.9% |