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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 | $17,980 | $57,305-68.6% | $86,640-79.2% | $75,173-76.1% |
| Participation rate | 43.9% | 63.2%-19.3pp | 71.7%-27.8pp | 67.2%-23.3pp |
| Annual return | 106.68% | 2674.24%-2567.6pp | 592.52%-485.8pp | 160.72%-54.0pp |
| Employer contribution / active EE | $750 | $2,316-67.6% | $3,024-75.2% | $2,671-71.9% |
| Participant deferral / active EE | $1,407 | $3,320-57.6% | $4,438-68.3% | $4,126-65.9% |
| Admin fee / account holder | $1,825 | $4,116-55.7% | $5,616-67.5% | $5,651-67.7% |