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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 | $36,579 | $81,763-55.3% | $58,561-37.5% | $139,466-73.8% |
| Participation rate | 8.3% | 61.3%-53.0pp | 50.9%-42.5pp | 80.3%-72.0pp |
| Annual return | 24.27% | 7427.77%-7403.5pp | 4251.33%-4227.1pp | 373.66%-349.4pp |
| Employer contribution / active EE | $320 | $1,398-77.1% | $1,053-69.6% | $4,754-93.3% |
| Participant deferral / active EE | $1,095 | $2,555-57.2% | $1,923-43.1% | $6,712-83.7% |
| Admin fee / account holder | $417 | $3,273-87.3% | $2,520-83.5% | $11,409-96.3% |