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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 | $72,465-82.2% | $67,575-80.9% | $145,884-91.1% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 12.01% | 7222.56%-7210.5pp | 3528.98%-3517.0pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,524 | $3,074-50.4% | $2,736-44.3% | $4,662-67.3% |
| Participant deferral / active EE | $2,961 | $4,786-38.1% | $4,003-26.0% | $6,690-55.7% |
| Admin fee / account holder | $2,306 | $5,515-58.2% | $3,993-42.2% | $13,392-82.8% |