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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 | $9,381 | $68,097-86.2% | $62,929-85.1% | $137,256-93.2% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 33.11% | 1859.11%-1826.0pp | 1063.93%-1030.8pp | 220.34%-187.2pp |
| Employer contribution / active EE | $561 | $2,811-80.1% | $2,505-77.6% | $4,156-86.5% |
| Participant deferral / active EE | $797 | $4,553-82.5% | $3,888-79.5% | $6,407-87.6% |
| Admin fee / account holder | $1,080 | $6,521-83.4% | $5,065-78.7% | $12,270-91.2% |