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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 | $17,440 | $167,030-89.6% | $135,768-87.2% | $155,188-88.8% |
| Participation rate | 22.2% | 76.2%-53.9pp | 71.1%-48.9pp | 80.8%-58.6pp |
| Annual return | 88.74% | 678.39%-589.7pp | 526.10%-437.4pp | 148.84%-60.1pp |
| Employer contribution / active EE | $250 | $4,132-94.0% | $3,394-92.6% | $4,248-94.1% |
| Participant deferral / active EE | $592 | $4,528-86.9% | $3,977-85.1% | $6,531-90.9% |
| Admin fee / account holder | $881 | $8,172-89.2% | $7,048-87.5% | $14,480-93.9% |