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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 | $19,558 | $149,040-86.9% | $120,225-83.7% | $137,256-85.8% |
| Participation rate | 47.6% | 75.4%-27.8pp | 69.6%-22.0pp | 80.0%-32.3pp |
| Annual return | 22.18% | 605.68%-583.5pp | 439.23%-417.1pp | 220.34%-198.2pp |
| Employer contribution / active EE | $899 | $4,350-79.3% | $3,475-74.1% | $4,156-78.4% |
| Participant deferral / active EE | $3,489 | $4,655-25.1% | $3,999-12.8% | $6,407-45.5% |
| Admin fee / account holder | $455 | $6,348-92.8% | $5,696-92.0% | $12,270-96.3% |