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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 | $8,255 | $154,754-94.7% | $124,206-93.4% | $138,895-94.1% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.6%-25.1pp | 79.9%-35.5pp |
| Annual return | 22.98% | 709.28%-686.3pp | 515.27%-492.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $234 | $4,446-94.7% | $3,540-93.4% | $4,194-94.4% |
| Participant deferral / active EE | $522 | $4,621-88.7% | $3,968-86.8% | $6,396-91.8% |
| Admin fee / account holder | $452 | $6,690-93.2% | $5,929-92.4% | $12,562-96.4% |