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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 | $8,528 | $156,963-94.6% | $121,204-93.0% | $139,466-93.9% |
| Participation rate | 52.9% | 76.5%-23.5pp | 69.5%-16.6pp | 80.3%-27.4pp |
| Annual return | 22.21% | 1476.75%-1454.5pp | 987.18%-965.0pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,354 | $5,544-75.6% | $4,170-67.5% | $4,754-71.5% |
| Participant deferral / active EE | $2,315 | $4,848-52.3% | $4,083-43.3% | $6,712-65.5% |
| Admin fee / account holder | $1,987 | $6,953-71.4% | $5,651-64.8% | $11,409-82.6% |