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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 | $11,206 | $72,446-84.5% | $67,561-83.4% | $145,877-92.3% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 10.58% | 7211.98%-7201.4pp | 3525.44%-3514.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,009 | $3,072-67.2% | $2,735-63.1% | $4,663-78.4% |
| Participant deferral / active EE | $1,205 | $4,785-74.8% | $4,003-69.9% | $6,691-82.0% |
| Admin fee / account holder | $2,361 | $5,541-57.4% | $4,006-41.1% | $13,402-82.4% |