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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 | $28,483 | $109,905-74.1% | $98,506-71.1% | $167,553-83.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.19% | 1960.20%-1943.0pp | 1494.92%-1477.7pp | 478.89%-461.7pp |
| Employer contribution / active EE | $846 | $3,226-73.8% | $2,961-71.4% | $4,840-82.5% |
| Participant deferral / active EE | $1,304 | $4,674-72.1% | $4,277-69.5% | $6,343-79.4% |
| Admin fee / account holder | $614 | $6,760-90.9% | $5,955-89.7% | $12,316-95.0% |