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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 | $8,049 | $76,608-89.5% | $56,077-85.6% | $145,877-94.5% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 13.32% | 3009.59%-2996.3pp | 1709.28%-1696.0pp | 551.28%-538.0pp |
| Employer contribution / active EE | $826 | $1,382-40.2% | $1,040-20.6% | $4,663-82.3% |
| Participant deferral / active EE | $886 | $2,624-66.2% | $1,954-54.7% | $6,691-86.8% |
| Admin fee / account holder | $2,111 | $3,325-36.5% | $2,825-25.3% | $13,402-84.2% |