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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 | $17,918 | $96,691-81.5% | $86,656-79.3% | $139,487-87.2% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 19.34% | 106.87%-87.5pp | 593.09%-573.8pp | 373.84%-354.5pp |
| Employer contribution / active EE | $1,011 | $3,267-69.0% | $3,025-66.6% | $4,755-78.7% |
| Participant deferral / active EE | $2,133 | $4,838-55.9% | $4,439-52.0% | $6,713-68.2% |
| Admin fee / account holder | $1,544 | $6,414-75.9% | $5,619-72.5% | $11,407-86.5% |