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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 | $19,499 | $90,606-78.5% | $79,466-75.5% | $135,379-85.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 12.76% | 977.69%-964.9pp | 718.28%-705.5pp | 519.79%-507.0pp |
| Employer contribution / active EE | $2,057 | $3,068-33.0% | $2,800-26.6% | $4,779-57.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $358 | $5,895-93.9% | $5,104-93.0% | $10,828-96.7% |