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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 | $17,113 | $76,522-77.6% | $56,033-69.5% | $145,884-88.3% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 11.99% | 3014.28%-3002.3pp | 1711.38%-1699.4pp | 551.85%-539.9pp |
| Employer contribution / active EE | $433 | $1,382-68.7% | $1,041-58.4% | $4,662-90.7% |
| Participant deferral / active EE | $949 | $2,624-63.8% | $1,954-51.4% | $6,690-85.8% |
| Admin fee / account holder | $1,209 | $3,328-63.7% | $2,827-57.2% | $13,392-91.0% |