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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 | $25,117 | $149,040-83.1% | $120,225-79.1% | $137,256-81.7% |
| Participation rate | 30.8% | 75.4%-44.6pp | 69.6%-38.8pp | 80.0%-49.2pp |
| Annual return | 54.90% | 605.68%-550.8pp | 439.23%-384.3pp | 220.34%-165.4pp |
| Employer contribution / active EE | $15 | $4,350-99.6% | $3,475-99.6% | $4,156-99.6% |
| Participant deferral / active EE | $856 | $4,655-81.6% | $3,999-78.6% | $6,407-86.6% |
| Admin fee / account holder | $2,698 | $6,348-57.5% | $5,696-52.6% | $12,270-78.0% |