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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 | $24,818 | $72,465-65.8% | $67,575-63.3% | $145,884-83.0% |
| Participation rate | 52.2% | 76.9%-24.7pp | 72.9%-20.7pp | 80.3%-28.1pp |
| Annual return | 14.00% | 7222.56%-7208.6pp | 3528.98%-3515.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,047 | $3,074-65.9% | $2,736-61.7% | $4,662-77.5% |
| Participant deferral / active EE | $2,288 | $4,786-52.2% | $4,003-42.8% | $6,690-65.8% |
| Admin fee / account holder | $975 | $5,515-82.3% | $3,993-75.6% | $13,392-92.7% |