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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 | $12,019 | $76,608-84.3% | $56,077-78.6% | $145,877-91.8% |
| Participation rate | 26.1% | 63.2%-37.2pp | 52.5%-26.4pp | 80.3%-54.2pp |
| Annual return | 23.71% | 3009.59%-2985.9pp | 1709.28%-1685.6pp | 551.28%-527.6pp |
| Employer contribution / active EE | $531 | $1,382-61.6% | $1,040-49.0% | $4,663-88.6% |
| Participant deferral / active EE | $1,415 | $2,624-46.1% | $1,954-27.6% | $6,691-78.8% |
| Admin fee / account holder | $422 | $3,325-87.3% | $2,825-85.0% | $13,402-96.8% |