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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 | $13,241 | $96,643-86.3% | $86,617-84.7% | $139,456-90.5% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 44.64% | 106.57%-61.9pp | 591.91%-547.3pp | 373.45%-328.8pp |
| Employer contribution / active EE | $2,835 | $3,264-13.2% | $3,023-6.2% | $4,753-40.3% |
| Participant deferral / active EE | $2,503 | $4,835-48.2% | $4,437-43.6% | $6,711-62.7% |
| Admin fee / account holder | $1,731 | $6,406-73.0% | $5,613-69.2% | $11,407-84.8% |