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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 | $16,774 | $96,643-82.6% | $86,617-80.6% | $139,456-88.0% |
| Participation rate | 30.8% | 74.4%-43.6pp | 71.7%-40.9pp | 80.3%-49.6pp |
| Annual return | 16.29% | 106.57%-90.3pp | 591.91%-575.6pp | 373.45%-357.2pp |
| Employer contribution / active EE | $695 | $3,264-78.7% | $3,023-77.0% | $4,753-85.4% |
| Participant deferral / active EE | $1,957 | $4,835-59.5% | $4,437-55.9% | $6,711-70.8% |
| Admin fee / account holder | $865 | $6,406-86.5% | $5,613-84.6% | $11,407-92.4% |