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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 | $17,694 | $160,040-88.9% | $147,096-88.0% | $145,877-87.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.05% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,173 | $5,289-58.9% | $4,936-56.0% | $4,663-53.4% |
| Participant deferral / active EE | $7,023 | $8,429-16.7% | $8,071-13.0% | $6,691+5.0% |
| Admin fee / account holder | $387 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |