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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 | $71,799 | $58,311+23.1% | $81,882-12.3% | $80,959-11.3% |
| Participation rate | 10.2% | 63.5%-53.3pp | 72.4%-62.2pp | 67.7%-57.5pp |
| Annual return | 3372.13% | 41.85%+3330.3pp | 779.47%+2592.7pp | 35.67%+3336.5pp |
| Employer contribution / active EE | $382 | $2,347-83.7% | $2,916-86.9% | $2,757-86.1% |
| Participant deferral / active EE | $1,186 | $3,287-63.9% | $4,323-72.6% | $4,300-72.4% |
| Admin fee / account holder | $774 | $4,752-83.7% | $7,360-89.5% | $6,925-88.8% |