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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 | $3,457 | $81,668-95.8% | $58,507-94.1% | $139,487-97.5% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 32.43% | 7430.07%-7397.6pp | 4252.32%-4219.9pp | 373.84%-341.4pp |
| Employer contribution / active EE | $1,562 | $1,398+11.7% | $1,053+48.3% | $4,755-67.2% |
| Participant deferral / active EE | $2,248 | $2,554-12.0% | $1,922+16.9% | $6,713-66.5% |
| Admin fee / account holder | $958 | $3,212-70.2% | $2,486-61.5% | $11,407-91.6% |