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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 | $13,903 | $96,419-85.6% | $80,648-82.8% | $139,487-90.0% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 19.40% | 1352.86%-1333.5pp | 937.21%-917.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $909 | $3,261-72.1% | $2,724-66.6% | $4,755-80.9% |
| Participant deferral / active EE | $2,695 | $5,225-48.4% | $4,443-39.4% | $6,713-59.9% |
| Admin fee / account holder | $2,373 | $6,605-64.1% | $5,382-55.9% | $11,407-79.2% |