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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 | $16,568 | $77,638-78.7% | $156,551-89.4% | $62,881-73.7% |
| Participation rate | 52.3% | 71.2%-18.9pp | 84.0%-31.7pp | 69.3%-17.0pp |
| Annual return | 308.44% | 50.33%+258.1pp | 32.23%+276.2pp | 20.14%+288.3pp |
| Employer contribution / active EE | $766 | $3,444-77.7% | $5,501-86.1% | $2,281-66.4% |
| Participant deferral / active EE | $905 | $3,046-70.3% | $4,871-81.4% | $3,203-71.7% |
| Admin fee / account holder | $432 | $5,561-92.2% | $13,028-96.7% | $4,296-89.9% |