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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 | $76,634-97.7% | $56,054-96.9% | $145,978-98.8% |
| Participation rate | 68.8% | 63.2%+5.5pp | 52.5%+16.3pp | 80.3%-11.5pp |
| Annual return | 10.28% | 3004.33%-2994.0pp | 1705.95%-1695.7pp | 550.52%-540.2pp |
| Employer contribution / active EE | $322 | $1,380-76.6% | $1,039-69.0% | $4,662-93.1% |
| Participant deferral / active EE | $717 | $2,622-72.6% | $1,952-63.3% | $6,690-89.3% |
| Admin fee / account holder | $341 | $3,321-89.7% | $2,822-87.9% | $13,400-97.5% |