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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 | $11,343 | $96,361-88.2% | $80,607-85.9% | $139,456-91.9% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 28.52% | 1350.95%-1322.4pp | 936.11%-907.6pp | 373.45%-344.9pp |
| Employer contribution / active EE | $1,186 | $3,262-63.6% | $2,724-56.5% | $4,753-75.0% |
| Participant deferral / active EE | $3,448 | $5,232-34.1% | $4,448-22.5% | $6,711-48.6% |
| Admin fee / account holder | $318 | $6,601-95.2% | $5,379-94.1% | $11,407-97.2% |