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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 | $18,742 | $76,608-75.5% | $56,077-66.6% | $145,877-87.2% |
| Participation rate | 35.7% | 63.2%-27.5pp | 52.5%-16.8pp | 80.3%-44.6pp |
| Annual return | 7.48% | 3009.59%-3002.1pp | 1709.28%-1701.8pp | 551.28%-543.8pp |
| Employer contribution / active EE | $603 | $1,382-56.4% | $1,040-42.1% | $4,663-87.1% |
| Participant deferral / active EE | $2,473 | $2,624-5.8% | $1,954+26.6% | $6,691-63.0% |
| Admin fee / account holder | $899 | $3,325-73.0% | $2,825-68.2% | $13,402-93.3% |