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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 | $7,383 | $76,519-90.4% | $56,025-86.8% | $145,897-94.9% |
| Participation rate | 64.3% | 63.2%+1.1pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 22.35% | 3017.03%-2994.7pp | 1712.69%-1690.3pp | 552.29%-529.9pp |
| Employer contribution / active EE | $647 | $1,383-53.2% | $1,042-37.9% | $4,663-86.1% |
| Participant deferral / active EE | $1,122 | $2,624-57.3% | $1,955-42.6% | $6,689-83.2% |
| Admin fee / account holder | $395 | $3,331-88.1% | $2,828-86.0% | $13,390-97.0% |