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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 | $9,920 | $72,426-86.3% | $67,560-85.3% | $145,897-93.2% |
| Participation rate | 42.1% | 76.9%-34.8pp | 72.9%-30.8pp | 80.3%-38.2pp |
| Annual return | 18.78% | 7226.78%-7208.0pp | 3533.50%-3514.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,069 | $3,074-65.2% | $2,737-60.9% | $4,663-77.1% |
| Participant deferral / active EE | $1,344 | $4,785-71.9% | $4,004-66.4% | $6,689-79.9% |
| Admin fee / account holder | $1,176 | $5,514-78.7% | $3,994-70.6% | $13,390-91.2% |