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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 | $71,328 | $81,749-12.7% | $58,544+21.8% | $139,456-48.9% |
| Participation rate | 5.0% | 61.3%-56.3pp | 50.9%-45.9pp | 80.3%-75.3pp |
| Annual return | 19.71% | 7425.45%-7405.7pp | 4249.56%-4229.9pp | 373.45%-353.7pp |
| Employer contribution / active EE | $612 | $1,398-56.2% | $1,053-41.9% | $4,753-87.1% |
| Participant deferral / active EE | $2,225 | $2,555-12.9% | $1,923+15.7% | $6,711-66.8% |
| Admin fee / account holder | $1,160 | $3,272-64.6% | $2,520-54.0% | $11,407-89.8% |