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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 | $12,002 | $81,749-85.3% | $58,544-79.5% | $139,456-91.4% |
| Participation rate | 68.4% | 61.3%+7.1pp | 50.9%+17.6pp | 80.3%-11.9pp |
| Annual return | 9.84% | 7425.45%-7415.6pp | 4249.56%-4239.7pp | 373.45%-363.6pp |
| Employer contribution / active EE | $1,727 | $1,398+23.6% | $1,053+64.0% | $4,753-63.7% |
| Participant deferral / active EE | $2,558 | $2,555+0.1% | $1,923+33.0% | $6,711-61.9% |
| Admin fee / account holder | $2,499 | $3,272-23.6% | $2,520-0.8% | $11,407-78.1% |