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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 | $13,464 | $96,678-86.1% | $86,640-84.5% | $139,466-90.3% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 15.40% | 106.69%-91.3pp | 592.52%-577.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,093 | $3,265-66.5% | $3,024-63.9% | $4,754-77.0% |
| Participant deferral / active EE | $1,900 | $4,837-60.7% | $4,438-57.2% | $6,712-71.7% |
| Admin fee / account holder | $3,171 | $6,410-50.5% | $5,616-43.5% | $11,409-72.2% |