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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 | $7,191 | $88,778-91.9% | $81,844-91.2% | $145,884-95.1% |
| Participation rate | 38.9% | 75.1%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 71.52% | 1033.03%-961.5pp | 778.87%-707.4pp | 551.85%-480.3pp |
| Employer contribution / active EE | $1,404 | $3,087-54.5% | $2,916-51.9% | $4,662-69.9% |
| Participant deferral / active EE | $1,856 | $4,648-60.1% | $4,323-57.1% | $6,690-72.3% |
| Admin fee / account holder | $755 | $8,430-91.0% | $7,355-89.7% | $13,392-94.4% |