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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 | $23,048 | $88,754-74.0% | $81,820-71.8% | $145,877-84.2% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 14.80% | 1031.77%-1017.0pp | 777.93%-763.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,474 | $3,085-52.2% | $2,915-49.4% | $4,663-68.4% |
| Participant deferral / active EE | $2,654 | $4,648-42.9% | $4,323-38.6% | $6,691-60.3% |
| Admin fee / account holder | $2,874 | $8,424-65.9% | $7,391-61.1% | $13,402-78.6% |