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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 | $35,722 | $185,225-80.7% | $142,898-75.0% | $167,536-78.7% |
| Participation rate | 42.9% | 78.5%-35.6pp | 72.0%-29.1pp | 82.1%-39.3pp |
| Annual return | 9.98% | 8558.12%-8548.1pp | 5639.64%-5629.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $753 | $5,607-86.6% | $4,146-81.8% | $4,839-84.4% |
| Participant deferral / active EE | $1,132 | $4,496-74.8% | $3,838-70.5% | $6,342-82.1% |
| Admin fee / account holder | $2,347 | $8,032-70.8% | $6,560-64.2% | $12,315-80.9% |