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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 | $5,084 | $76,522-93.4% | $56,033-90.9% | $145,884-96.5% |
| Participation rate | 52.2% | 63.2%-11.1pp | 52.5%-0.3pp | 80.3%-28.1pp |
| Annual return | 12.78% | 3014.28%-3001.5pp | 1711.38%-1698.6pp | 551.85%-539.1pp |
| Employer contribution / active EE | $216 | $1,382-84.4% | $1,041-79.3% | $4,662-95.4% |
| Participant deferral / active EE | $642 | $2,624-75.5% | $1,954-67.2% | $6,690-90.4% |
| Admin fee / account holder | $338 | $3,328-89.8% | $2,827-88.0% | $13,392-97.5% |