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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 | $7,705 | $102,595-92.5% | $94,057-91.8% | $154,746-95.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 33.98% | 583.42%-549.4pp | 480.62%-446.6pp | 172.34%-138.4pp |
| Employer contribution / active EE | $995 | $3,147-68.4% | $2,933-66.1% | $4,379-77.3% |
| Participant deferral / active EE | $1,385 | $5,118-72.9% | $4,709-70.6% | $6,730-79.4% |
| Admin fee / account holder | $2,082 | $7,736-73.1% | $7,244-71.3% | $14,365-85.5% |