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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 | $9,055 | $81,763-88.9% | $58,561-84.5% | $139,466-93.5% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 31.13% | 7427.77%-7396.6pp | 4251.33%-4220.2pp | 373.66%-342.5pp |
| Employer contribution / active EE | $1,202 | $1,398-14.1% | $1,053+14.1% | $4,754-74.7% |
| Participant deferral / active EE | $1,259 | $2,555-50.7% | $1,923-34.6% | $6,712-81.2% |
| Admin fee / account holder | $416 | $3,273-87.3% | $2,520-83.5% | $11,409-96.4% |