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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 | $31,220 | $76,634-59.3% | $56,054-44.3% | $145,978-78.6% |
| Participation rate | 41.2% | 63.2%-22.1pp | 52.5%-11.3pp | 80.3%-39.1pp |
| Annual return | 19.76% | 3004.33%-2984.6pp | 1705.95%-1686.2pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,342 | $1,380-2.8% | $1,039+29.1% | $4,662-71.2% |
| Participant deferral / active EE | $3,187 | $2,622+21.5% | $1,952+63.2% | $6,690-52.4% |
| Admin fee / account holder | $774 | $3,321-76.7% | $2,822-72.6% | $13,400-94.2% |