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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 | $12,680 | $92,743-86.3% | $82,744-84.7% | $134,532-90.6% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | 132.32% | 946.63%-814.3pp | 702.22%-569.9pp | 418.27%-285.9pp |
| Employer contribution / active EE | $809 | $3,273-75.3% | $3,008-73.1% | $4,741-82.9% |
| Participant deferral / active EE | $3,228 | $4,802-32.8% | $4,395-26.6% | $6,401-49.6% |
| Admin fee / account holder | $938 | $5,977-84.3% | $5,325-82.4% | $11,429-91.8% |