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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 | $16,672 | $76,608-78.2% | $56,077-70.3% | $145,877-88.6% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 10.83% | 3009.59%-2998.8pp | 1709.28%-1698.4pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,838 | $1,382+33.0% | $1,040+76.7% | $4,663-60.6% |
| Participant deferral / active EE | $4,359 | $2,624+66.1% | $1,954+123.1% | $6,691-34.8% |
| Admin fee / account holder | $402 | $3,325-87.9% | $2,825-85.8% | $13,402-97.0% |