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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 | $10,719 | $94,439-88.7% | $73,658-85.4% | $154,746-93.1% |
| Participation rate | 18.2% | 64.7%-46.5pp | 57.0%-38.9pp | 80.7%-62.5pp |
| Annual return | 1348.00% | 28.25%+1319.7pp | 29.72%+1318.3pp | 172.34%+1175.7pp |
| Employer contribution / active EE | $378 | $1,257-69.9% | $1,032-63.3% | $4,379-91.4% |
| Participant deferral / active EE | $1,844 | $2,527-27.0% | $2,062-10.6% | $6,730-72.6% |
| Admin fee / account holder | $484 | $3,843-87.4% | $3,357-85.6% | $14,365-96.6% |