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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 | $7,672 | $96,678-92.1% | $86,640-91.1% | $139,466-94.5% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 24.15% | 106.69%-82.5pp | 592.52%-568.4pp | 373.66%-349.5pp |
| Employer contribution / active EE | $821 | $3,265-74.9% | $3,024-72.9% | $4,754-82.7% |
| Participant deferral / active EE | $2,543 | $4,837-47.4% | $4,438-42.7% | $6,712-62.1% |
| Admin fee / account holder | $1,508 | $6,410-76.5% | $5,616-73.1% | $11,409-86.8% |