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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 | $20,321 | $176,688-88.5% | $130,660-84.4% | $152,909-86.7% |
| Participation rate | 53.8% | 79.0%-25.1pp | 71.7%-17.9pp | 82.5%-28.6pp |
| Annual return | 17.31% | 2693.08%-2675.8pp | 1709.29%-1692.0pp | 345.46%-328.2pp |
| Employer contribution / active EE | $770 | $5,743-86.6% | $4,092-81.2% | $4,764-83.8% |
| Participant deferral / active EE | $995 | $4,362-77.2% | $3,603-72.4% | $5,851-83.0% |
| Admin fee / account holder | $1,625 | $7,131-77.2% | $5,463-70.3% | $11,601-86.0% |