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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 | $17,066 | $92,743-81.6% | $82,744-79.4% | $134,532-87.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 113.13% | 946.63%-833.5pp | 702.22%-589.1pp | 418.27%-305.1pp |
| Employer contribution / active EE | $1,615 | $3,273-50.6% | $3,008-46.3% | $4,741-65.9% |
| Participant deferral / active EE | $3,946 | $4,802-17.8% | $4,395-10.2% | $6,401-38.4% |
| Admin fee / account holder | $1,018 | $5,977-83.0% | $5,325-80.9% | $11,429-91.1% |