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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 | $7,775 | $76,522-89.8% | $56,033-86.1% | $145,884-94.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.13% | 3014.28%-3003.2pp | 1711.38%-1700.2pp | 551.85%-540.7pp |
| Employer contribution / active EE | $905 | $1,382-34.5% | $1,041-13.1% | $4,662-80.6% |
| Participant deferral / active EE | $1,276 | $2,624-51.4% | $1,954-34.7% | $6,690-80.9% |
| Admin fee / account holder | $1,499 | $3,328-55.0% | $2,827-47.0% | $13,392-88.8% |