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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 | $16,032 | $76,608-79.1% | $56,077-71.4% | $145,877-89.0% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.7pp | 80.3%-15.1pp |
| Annual return | 8.93% | 3009.59%-3000.7pp | 1709.28%-1700.3pp | 551.28%-542.4pp |
| Employer contribution / active EE | $875 | $1,382-36.6% | $1,040-15.8% | $4,663-81.2% |
| Participant deferral / active EE | $1,160 | $2,624-55.8% | $1,954-40.7% | $6,691-82.7% |
| Admin fee / account holder | $5,065 | $3,325+52.3% | $2,825+79.3% | $13,402-62.2% |