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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 | $38,441 | $76,519-49.8% | $56,025-31.4% | $145,897-73.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 24.69% | 3017.03%-2992.3pp | 1712.69%-1688.0pp | 552.29%-527.6pp |
| Employer contribution / active EE | $958 | $1,383-30.8% | $1,042-8.1% | $4,663-79.5% |
| Participant deferral / active EE | $1,528 | $2,624-41.8% | $1,955-21.8% | $6,689-77.2% |
| Admin fee / account holder | $1,353 | $3,331-59.4% | $2,828-52.2% | $13,390-89.9% |