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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 | $15,185 | $73,518-79.3% | $63,003-75.9% | $147,585-89.7% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.8%-62.3pp | 82.8%-70.3pp |
| Annual return | 16.12% | 175.46%-159.3pp | 87.59%-71.5pp | 578.57%-562.4pp |
| Employer contribution / active EE | $307 | $3,322-90.7% | $2,760-88.9% | $4,876-93.7% |
| Participant deferral / active EE | $747 | $4,183-82.1% | $3,329-77.6% | $5,439-86.3% |
| Admin fee / account holder | $3,067 | $5,952-48.5% | $3,600-14.8% | $10,885-71.8% |