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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 | $3,253 | $81,749-96.0% | $58,544-94.4% | $139,456-97.7% |
| Participation rate | 47.4% | 61.3%-14.0pp | 50.9%-3.5pp | 80.3%-33.0pp |
| Annual return | 35.04% | 7425.45%-7390.4pp | 4249.56%-4214.5pp | 373.45%-338.4pp |
| Employer contribution / active EE | $413 | $1,398-70.4% | $1,053-60.7% | $4,753-91.3% |
| Participant deferral / active EE | $823 | $2,555-67.8% | $1,923-57.2% | $6,711-87.7% |
| Admin fee / account holder | $561 | $3,272-82.9% | $2,520-77.8% | $11,407-95.1% |