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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 | $39,321 | $72,403-45.7% | $67,524-41.8% | $145,978-73.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 15.24% | 7197.23%-7182.0pp | 3519.41%-3504.2pp | 550.52%-535.3pp |
| Employer contribution / active EE | $823 | $3,072-73.2% | $2,734-69.9% | $4,662-82.3% |
| Participant deferral / active EE | $1,754 | $4,782-63.3% | $4,001-56.2% | $6,690-73.8% |
| Admin fee / account holder | $986 | $5,541-82.2% | $4,001-75.4% | $13,400-92.6% |