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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 | $36,789 | $72,426-49.2% | $67,560-45.5% | $145,897-74.8% |
| Participation rate | 54.2% | 76.9%-22.7pp | 72.9%-18.8pp | 80.3%-26.1pp |
| Annual return | 9.93% | 7226.78%-7216.8pp | 3533.50%-3523.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $585 | $3,074-81.0% | $2,737-78.6% | $4,663-87.5% |
| Participant deferral / active EE | $2,610 | $4,785-45.4% | $4,004-34.8% | $6,689-61.0% |
| Admin fee / account holder | $5,340 | $5,514-3.2% | $3,994+33.7% | $13,390-60.1% |