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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 | $7,588 | $76,519-90.1% | $56,025-86.5% | $145,897-94.8% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.7pp | 80.3%-24.1pp |
| Annual return | 15.11% | 3017.03%-3001.9pp | 1712.69%-1697.6pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,261 | $1,383-8.9% | $1,042+21.0% | $4,663-73.0% |
| Participant deferral / active EE | $1,849 | $2,624-29.6% | $1,955-5.4% | $6,689-72.4% |
| Admin fee / account holder | $896 | $3,331-73.1% | $2,828-68.3% | $13,390-93.3% |