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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 | $41,035 | $176,688-76.8% | $130,660-68.6% | $152,909-73.2% |
| Participation rate | 64.3% | 79.0%-14.7pp | 71.7%-7.5pp | 82.5%-18.2pp |
| Annual return | 18.63% | 2693.08%-2674.5pp | 1709.29%-1690.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,031 | $5,743-82.1% | $4,092-74.8% | $4,764-78.4% |
| Participant deferral / active EE | $836 | $4,362-80.8% | $3,603-76.8% | $5,851-85.7% |
| Admin fee / account holder | $9,355 | $7,131+31.2% | $5,463+71.2% | $11,601-19.4% |