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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 | $12,929 | $72,426-82.1% | $67,560-80.9% | $145,897-91.1% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 12.01% | 7226.78%-7214.8pp | 3533.50%-3521.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,524 | $3,074-50.4% | $2,737-44.3% | $4,663-67.3% |
| Participant deferral / active EE | $2,961 | $4,785-38.1% | $4,004-26.1% | $6,689-55.7% |
| Admin fee / account holder | $2,306 | $5,514-58.2% | $3,994-42.3% | $13,390-82.8% |