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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 | $100,203-84.5% | $85,240-81.8% | $145,897-89.3% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 8.92% | 84.28%-75.4pp | 66.75%-57.8pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,578 | $3,242+10.4% | $2,735+30.8% | $4,663-23.3% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $882 | $7,265-87.9% | $6,165-85.7% | $13,390-93.4% |