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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 | $7,335 | $76,519-90.4% | $56,025-86.9% | $145,897-95.0% |
| Participation rate | 38.1% | 63.2%-25.1pp | 52.5%-14.4pp | 80.3%-42.2pp |
| Annual return | 12.47% | 3017.03%-3004.6pp | 1712.69%-1700.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $318 | $1,383-77.0% | $1,042-69.4% | $4,663-93.2% |
| Participant deferral / active EE | $445 | $2,624-83.0% | $1,955-77.2% | $6,689-93.3% |
| Admin fee / account holder | $1,298 | $3,331-61.0% | $2,828-54.1% | $13,390-90.3% |