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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 | $7,049 | $96,691-92.7% | $86,656-91.9% | $139,487-94.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 31.91% | 106.87%-75.0pp | 593.09%-561.2pp | 373.84%-341.9pp |
| Employer contribution / active EE | $1,544 | $3,267-52.7% | $3,025-49.0% | $4,755-67.5% |
| Participant deferral / active EE | $1,070 | $4,838-77.9% | $4,439-75.9% | $6,713-84.1% |
| Admin fee / account holder | $608 | $6,414-90.5% | $5,619-89.2% | $11,407-94.7% |