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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 | $31,397 | $72,446-56.7% | $67,561-53.5% | $145,877-78.5% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 14.53% | 7211.98%-7197.5pp | 3525.44%-3510.9pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,713 | $3,072-44.2% | $2,735-37.3% | $4,663-63.3% |
| Participant deferral / active EE | $2,605 | $4,785-45.6% | $4,003-34.9% | $6,691-61.1% |
| Admin fee / account holder | $647 | $5,541-88.3% | $4,006-83.9% | $13,402-95.2% |