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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 | $11,951 | $81,749-85.4% | $58,544-79.6% | $139,456-91.4% |
| Participation rate | 38.9% | 61.3%-22.4pp | 50.9%-12.0pp | 80.3%-41.4pp |
| Annual return | 20.25% | 7425.45%-7405.2pp | 4249.56%-4229.3pp | 373.45%-353.2pp |
| Employer contribution / active EE | $523 | $1,398-62.6% | $1,053-50.3% | $4,753-89.0% |
| Participant deferral / active EE | $1,672 | $2,555-34.6% | $1,923-13.1% | $6,711-75.1% |
| Admin fee / account holder | $800 | $3,272-75.5% | $2,520-68.2% | $11,407-93.0% |