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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 | $12,972 | $90,607-85.7% | $79,467-83.7% | $135,380-90.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 7.80% | 977.74%-969.9pp | 718.30%-710.5pp | 519.81%-512.0pp |
| Employer contribution / active EE | $609 | $3,068-80.1% | $2,800-78.3% | $4,779-87.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $537 | $5,895-90.9% | $5,104-89.5% | $10,828-95.0% |