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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 | $31,387 | $70,587-55.5% | $124,694-74.8% | $85,851-63.4% |
| Participation rate | 55.2% | 64.4%-9.2pp | 74.6%-19.4pp | 69.3%-14.1pp |
| Annual return | 14.94% | 20688.83%-20673.9pp | 5144.82%-5129.9pp | 318.63%-303.7pp |
| Employer contribution / active EE | $1,166 | $1,913-39.1% | $3,325-64.9% | $2,565-54.6% |
| Participant deferral / active EE | $1,512 | $2,969-49.1% | $4,615-67.2% | $3,952-61.7% |
| Admin fee / account holder | $2,576 | $5,282-51.2% | $7,495-65.6% | $6,261-58.9% |