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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 | $27,442 | $109,872-75.0% | $98,483-72.1% | $167,536-83.6% |
| Participation rate | 61.5% | 75.8%-14.3pp | 73.3%-11.8pp | 82.1%-20.6pp |
| Annual return | 13.61% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $777 | $3,225-75.9% | $2,961-73.8% | $4,839-83.9% |
| Participant deferral / active EE | $1,393 | $4,673-70.2% | $4,276-67.4% | $6,342-78.0% |
| Admin fee / account holder | $2,207 | $6,757-67.3% | $5,953-62.9% | $12,315-82.1% |