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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 | $10,457 | $76,608-86.4% | $56,077-81.4% | $145,877-92.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 9.57% | 3009.59%-3000.0pp | 1709.28%-1699.7pp | 551.28%-541.7pp |
| Employer contribution / active EE | $60 | $1,382-95.7% | $1,040-94.2% | $4,663-98.7% |
| Participant deferral / active EE | $339 | $2,624-87.1% | $1,954-82.7% | $6,691-94.9% |
| Admin fee / account holder | $718 | $3,325-78.4% | $2,825-74.6% | $13,402-94.6% |