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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 | $16,878 | $73,546-77.1% | $63,018-73.2% | $147,586-88.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 15.80% | 175.56%-159.8pp | 87.62%-71.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $569 | $3,324-82.9% | $2,761-79.4% | $4,876-88.3% |
| Participant deferral / active EE | $2,275 | $4,185-45.6% | $3,330-31.7% | $5,439-58.2% |
| Admin fee / account holder | $386 | $5,956-93.5% | $3,601-89.3% | $10,886-96.5% |