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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 | $15,540 | $99,921-84.4% | $85,009-81.7% | $145,959-89.4% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 8.92% | 83.89%-75.0pp | 66.47%-57.6pp | 561.95%-553.0pp |
| Employer contribution / active EE | $3,578 | $3,233+10.7% | $2,728+31.1% | $4,661-23.2% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $882 | $7,252-87.8% | $6,153-85.7% | $13,398-93.4% |