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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 | $10,966 | $76,608-85.7% | $56,077-80.4% | $145,877-92.5% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 15.71% | 3009.59%-2993.9pp | 1709.28%-1693.6pp | 551.28%-535.6pp |
| Employer contribution / active EE | $953 | $1,382-31.0% | $1,040-8.4% | $4,663-79.6% |
| Participant deferral / active EE | $1,365 | $2,624-48.0% | $1,954-30.1% | $6,691-79.6% |
| Admin fee / account holder | $2,197 | $3,325-33.9% | $2,825-22.2% | $13,402-83.6% |