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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 | $14,456 | $72,465-80.1% | $67,575-78.6% | $145,884-90.1% |
| Participation rate | 22.7% | 76.9%-54.2pp | 72.9%-50.2pp | 80.3%-57.6pp |
| Annual return | 10.13% | 7222.56%-7212.4pp | 3528.98%-3518.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $618 | $3,074-79.9% | $2,736-77.4% | $4,662-86.7% |
| Participant deferral / active EE | $1,316 | $4,786-72.5% | $4,003-67.1% | $6,690-80.3% |
| Admin fee / account holder | $731 | $5,515-86.8% | $3,993-81.7% | $13,392-94.5% |