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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 | $16,534 | $73,518-77.5% | $63,003-73.8% | $147,585-88.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 45.11% | 175.46%-130.3pp | 87.59%-42.5pp | 578.57%-533.5pp |
| Employer contribution / active EE | $1,036 | $3,322-68.8% | $2,760-62.5% | $4,876-78.8% |
| Participant deferral / active EE | $1,243 | $4,183-70.3% | $3,329-62.7% | $5,439-77.1% |
| Admin fee / account holder | $1,343 | $5,952-77.4% | $3,600-62.7% | $10,885-87.7% |