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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 | $9,481 | $81,668-88.4% | $58,507-83.8% | $139,487-93.2% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 22.16% | 7430.07%-7407.9pp | 4252.32%-4230.2pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,393 | $1,398-0.3% | $1,053+32.3% | $4,755-70.7% |
| Participant deferral / active EE | $1,584 | $2,554-38.0% | $1,922-17.6% | $6,713-76.4% |
| Admin fee / account holder | $1,066 | $3,212-66.8% | $2,486-57.1% | $11,407-90.7% |