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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 | $17,091 | $106,008-83.9% | $92,240-81.5% | $147,586-88.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 10.30% | 50.05%-39.7pp | 176.29%-166.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $1,021 | $4,333-76.4% | $3,680-72.2% | $4,876-79.1% |
| Participant deferral / active EE | $1,353 | $4,478-69.8% | $3,897-65.3% | $5,439-75.1% |
| Admin fee / account holder | $3,669 | $6,333-42.1% | $5,194-29.4% | $10,886-66.3% |