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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 | $24,342 | $185,225-86.9% | $142,898-83.0% | $167,536-85.5% |
| Participation rate | 45.5% | 78.5%-33.0pp | 72.0%-26.5pp | 82.1%-36.7pp |
| Annual return | 10.02% | 8558.12%-8548.1pp | 5639.64%-5629.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $1,004 | $5,607-82.1% | $4,146-75.8% | $4,839-79.3% |
| Participant deferral / active EE | $4,306 | $4,496-4.2% | $3,838+12.2% | $6,342-32.1% |
| Admin fee / account holder | $360 | $8,032-95.5% | $6,560-94.5% | $12,315-97.1% |