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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 | $12,162 | $102,663-88.2% | $86,216-85.9% | $139,466-91.3% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 27.18% | 1924.52%-1897.3pp | 1169.42%-1142.2pp | 373.66%-346.5pp |
| Employer contribution / active EE | $961 | $3,035-68.3% | $2,382-59.7% | $4,754-79.8% |
| Participant deferral / active EE | $1,155 | $4,677-75.3% | $3,986-71.0% | $6,712-82.8% |
| Admin fee / account holder | $509 | $8,663-94.1% | $6,853-92.6% | $11,409-95.5% |