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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 | $5,293 | $72,465-92.7% | $67,575-92.2% | $145,884-96.4% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 13.46% | 7222.56%-7209.1pp | 3528.98%-3515.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,001 | $3,074-67.4% | $2,736-63.4% | $4,662-78.5% |
| Participant deferral / active EE | $3,677 | $4,786-23.2% | $4,003-8.2% | $6,690-45.0% |
| Admin fee / account holder | $3,110 | $5,515-43.6% | $3,993-22.1% | $13,392-76.8% |