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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 | $11,325 | $81,763-86.1% | $58,561-80.7% | $139,466-91.9% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 62.66% | 7427.77%-7365.1pp | 4251.33%-4188.7pp | 373.66%-311.0pp |
| Employer contribution / active EE | $817 | $1,398-41.6% | $1,053-22.5% | $4,754-82.8% |
| Participant deferral / active EE | $834 | $2,555-67.4% | $1,923-56.7% | $6,712-87.6% |
| Admin fee / account holder | $863 | $3,273-73.6% | $2,520-65.7% | $11,409-92.4% |