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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 | $7,100 | $81,749-91.3% | $58,544-87.9% | $139,456-94.9% |
| Participation rate | 46.7% | 61.3%-14.7pp | 50.9%-4.2pp | 80.3%-33.7pp |
| Annual return | 23.58% | 7425.45%-7401.9pp | 4249.56%-4226.0pp | 373.45%-349.9pp |
| Employer contribution / active EE | $152 | $1,398-89.1% | $1,053-85.5% | $4,753-96.8% |
| Participant deferral / active EE | $1,559 | $2,555-39.0% | $1,923-18.9% | $6,711-76.8% |
| Admin fee / account holder | $2,145 | $3,272-34.5% | $2,520-14.9% | $11,407-81.2% |