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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 | $33,540 | $29,319+14.4% | $52,425-36.0% | $82,448-59.3% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 14.91% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $441 | $586-24.8% | $914-51.8% | $2,551-82.7% |
| Participant deferral / active EE | $933 | $1,171-20.3% | $1,790-47.9% | $4,139-77.5% |
| Admin fee / account holder | $338 | $1,962-82.8% | $2,495-86.5% | $7,234-95.3% |