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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 | $1,748 | $76,522-97.7% | $56,033-96.9% | $145,884-98.8% |
| Participation rate | 68.8% | 63.2%+5.5pp | 52.5%+16.3pp | 80.3%-11.6pp |
| Annual return | 10.28% | 3014.28%-3004.0pp | 1711.38%-1701.1pp | 551.85%-541.6pp |
| Employer contribution / active EE | $322 | $1,382-76.7% | $1,041-69.0% | $4,662-93.1% |
| Participant deferral / active EE | $717 | $2,624-72.7% | $1,954-63.3% | $6,690-89.3% |
| Admin fee / account holder | $341 | $3,328-89.7% | $2,827-87.9% | $13,392-97.5% |