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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 | $30,055 | $76,634-60.8% | $56,054-46.4% | $145,978-79.4% |
| Participation rate | 34.8% | 63.2%-28.4pp | 52.5%-17.7pp | 80.3%-45.5pp |
| Annual return | 13.87% | 3004.33%-2990.5pp | 1705.95%-1692.1pp | 550.52%-536.6pp |
| Employer contribution / active EE | $788 | $1,380-42.9% | $1,039-24.1% | $4,662-83.1% |
| Participant deferral / active EE | $1,538 | $2,622-41.3% | $1,952-21.2% | $6,690-77.0% |
| Admin fee / account holder | $326 | $3,321-90.2% | $2,822-88.4% | $13,400-97.6% |