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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 | $38,024 | $109,872-65.4% | $98,483-61.4% | $167,536-77.3% |
| Participation rate | 43.8% | 75.8%-32.1pp | 73.3%-29.6pp | 82.1%-38.4pp |
| Annual return | 13.92% | 1959.31%-1945.4pp | 1494.38%-1480.5pp | 478.82%-464.9pp |
| Employer contribution / active EE | $770 | $3,225-76.1% | $2,961-74.0% | $4,839-84.1% |
| Participant deferral / active EE | $1,808 | $4,673-61.3% | $4,276-57.7% | $6,342-71.5% |
| Admin fee / account holder | $4,302 | $6,757-36.3% | $5,953-27.7% | $12,315-65.1% |