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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 | $13,789 | $57,305-75.9% | $86,640-84.1% | $75,173-81.7% |
| Participation rate | 57.1% | 63.2%-6.1pp | 71.7%-14.6pp | 67.2%-10.1pp |
| Annual return | 14.55% | 2674.24%-2659.7pp | 592.52%-578.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $928 | $2,316-59.9% | $3,024-69.3% | $2,671-65.3% |
| Participant deferral / active EE | $2,732 | $3,320-17.7% | $4,438-38.4% | $4,126-33.8% |
| Admin fee / account holder | $1,929 | $4,116-53.1% | $5,616-65.6% | $5,651-65.9% |