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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 | $19,282 | $106,008-81.8% | $92,240-79.1% | $147,586-86.9% |
| Participation rate | 47.6% | 80.4%-32.8pp | 76.5%-28.9pp | 82.8%-35.2pp |
| Annual return | 22.39% | 50.05%-27.7pp | 176.29%-153.9pp | 578.59%-556.2pp |
| Employer contribution / active EE | $1,159 | $4,333-73.3% | $3,680-68.5% | $4,876-76.2% |
| Participant deferral / active EE | $2,685 | $4,478-40.1% | $3,897-31.1% | $5,439-50.6% |
| Admin fee / account holder | $984 | $6,333-84.5% | $5,194-81.1% | $10,886-91.0% |