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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 | $33,232 | $68,097-51.2% | $62,929-47.2% | $137,256-75.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 11.98% | 1859.11%-1847.1pp | 1063.93%-1051.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $431 | $2,811-84.7% | $2,505-82.8% | $4,156-89.6% |
| Participant deferral / active EE | $1,000 | $4,553-78.0% | $3,888-74.3% | $6,407-84.4% |
| Admin fee / account holder | $738 | $6,521-88.7% | $5,065-85.4% | $12,270-94.0% |