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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 | $8,165 | $76,522-89.3% | $56,033-85.4% | $145,884-94.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 11.89% | 3014.28%-3002.4pp | 1711.38%-1699.5pp | 551.85%-540.0pp |
| Employer contribution / active EE | $242 | $1,382-82.5% | $1,041-76.8% | $4,662-94.8% |
| Participant deferral / active EE | $1,594 | $2,624-39.3% | $1,954-18.4% | $6,690-76.2% |
| Admin fee / account holder | $1,254 | $3,328-62.3% | $2,827-55.6% | $13,392-90.6% |