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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 | $59,251 | $72,446-18.2% | $67,561-12.3% | $145,877-59.4% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 13.43% | 7211.98%-7198.6pp | 3525.44%-3512.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $474 | $3,072-84.6% | $2,735-82.7% | $4,663-89.8% |
| Participant deferral / active EE | $908 | $4,785-81.0% | $4,003-77.3% | $6,691-86.4% |
| Admin fee / account holder | $1,453 | $5,541-73.8% | $4,006-63.7% | $13,402-89.2% |