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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 | $72,465-45.7% | $67,575-41.8% | $145,884-73.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 15.24% | 7222.56%-7207.3pp | 3528.98%-3513.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $823 | $3,074-73.2% | $2,736-69.9% | $4,662-82.3% |
| Participant deferral / active EE | $1,754 | $4,786-63.4% | $4,003-56.2% | $6,690-73.8% |
| Admin fee / account holder | $986 | $5,515-82.1% | $3,993-75.3% | $13,392-92.6% |