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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 | $18,358 | $106,003-82.7% | $92,236-80.1% | $147,585-87.6% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 20.24% | 50.05%-29.8pp | 176.29%-156.0pp | 578.57%-558.3pp |
| Employer contribution / active EE | $1,169 | $4,333-73.0% | $3,679-68.2% | $4,876-76.0% |
| Participant deferral / active EE | $3,076 | $4,478-31.3% | $3,897-21.1% | $5,439-43.4% |
| Admin fee / account holder | $1,095 | $6,333-82.7% | $5,194-78.9% | $10,885-89.9% |