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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 | $33,775 | $109,872-69.3% | $98,483-65.7% | $167,536-79.8% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 23.07% | 1959.31%-1936.2pp | 1494.38%-1471.3pp | 478.82%-455.7pp |
| Employer contribution / active EE | $1,389 | $3,225-56.9% | $2,961-53.1% | $4,839-71.3% |
| Participant deferral / active EE | $4,218 | $4,673-9.7% | $4,276-1.4% | $6,342-33.5% |
| Admin fee / account holder | $589 | $6,757-91.3% | $5,953-90.1% | $12,315-95.2% |