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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 | $24,331 | $72,426-66.4% | $67,560-64.0% | $145,897-83.3% |
| Participation rate | 39.1% | 76.9%-37.8pp | 72.9%-33.8pp | 80.3%-41.2pp |
| Annual return | 14.45% | 7226.78%-7212.3pp | 3533.50%-3519.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $733 | $3,074-76.1% | $2,737-73.2% | $4,663-84.3% |
| Participant deferral / active EE | $2,817 | $4,785-41.1% | $4,004-29.6% | $6,689-57.9% |
| Admin fee / account holder | $385 | $5,514-93.0% | $3,994-90.4% | $13,390-97.1% |