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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 | $27,354 | $96,419-71.6% | $80,648-66.1% | $139,487-80.4% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 27.81% | 1352.86%-1325.1pp | 937.21%-909.4pp | 373.84%-346.0pp |
| Employer contribution / active EE | $1,292 | $3,261-60.4% | $2,724-52.6% | $4,755-72.8% |
| Participant deferral / active EE | $4,386 | $5,225-16.1% | $4,443-1.3% | $6,713-34.7% |
| Admin fee / account holder | $671 | $6,605-89.8% | $5,382-87.5% | $11,407-94.1% |