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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 | $8,368 | $76,519-89.1% | $56,025-85.1% | $145,897-94.3% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.7pp | 80.3%-15.1pp |
| Annual return | 24.06% | 3017.03%-2993.0pp | 1712.69%-1688.6pp | 552.29%-528.2pp |
| Employer contribution / active EE | $764 | $1,383-44.8% | $1,042-26.6% | $4,663-83.6% |
| Participant deferral / active EE | $1,501 | $2,624-42.8% | $1,955-23.2% | $6,689-77.6% |
| Admin fee / account holder | $478 | $3,331-85.6% | $2,828-83.1% | $13,390-96.4% |