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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 | $10,966 | $76,522-85.7% | $56,033-80.4% | $145,884-92.5% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 15.71% | 3014.28%-2998.6pp | 1711.38%-1695.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $953 | $1,382-31.1% | $1,041-8.5% | $4,662-79.6% |
| Participant deferral / active EE | $1,365 | $2,624-48.0% | $1,954-30.1% | $6,690-79.6% |
| Admin fee / account holder | $2,197 | $3,328-34.0% | $2,827-22.3% | $13,392-83.6% |