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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 | $17,770 | $106,008-83.2% | $92,240-80.7% | $147,586-88.0% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 13.89% | 50.05%-36.2pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $971 | $4,333-77.6% | $3,680-73.6% | $4,876-80.1% |
| Participant deferral / active EE | $2,820 | $4,478-37.0% | $3,897-27.6% | $5,439-48.1% |
| Admin fee / account holder | $914 | $6,333-85.6% | $5,194-82.4% | $10,886-91.6% |