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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 | $76,522-90.1% | $56,033-86.5% | $145,884-94.8% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.8pp | 80.3%-24.1pp |
| Annual return | 15.11% | 3014.28%-2999.2pp | 1711.38%-1696.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,261 | $1,382-8.8% | $1,041+21.1% | $4,662-73.0% |
| Participant deferral / active EE | $1,849 | $2,624-29.5% | $1,954-5.4% | $6,690-72.4% |
| Admin fee / account holder | $896 | $3,328-73.1% | $2,827-68.3% | $13,392-93.3% |