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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 | $16,292 | $81,749-80.1% | $58,544-72.2% | $139,456-88.3% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 15.38% | 7425.45%-7410.1pp | 4249.56%-4234.2pp | 373.45%-358.1pp |
| Employer contribution / active EE | $358 | $1,398-74.4% | $1,053-66.0% | $4,753-92.5% |
| Participant deferral / active EE | $673 | $2,555-73.6% | $1,923-65.0% | $6,711-90.0% |
| Admin fee / account holder | $1,454 | $3,272-55.6% | $2,520-42.3% | $11,407-87.3% |