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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 | $162,529-89.3% | $130,788-86.7% | $154,746-88.7% |
| Participation rate | 22.2% | 75.9%-53.6pp | 70.1%-47.9pp | 80.7%-58.5pp |
| Annual return | 88.74% | 510.48%-421.7pp | 386.44%-297.7pp | 172.34%-83.6pp |
| Employer contribution / active EE | $250 | $4,447-94.4% | $3,558-93.0% | $4,379-94.3% |
| Participant deferral / active EE | $592 | $4,808-87.7% | $4,137-85.7% | $6,730-91.2% |
| Admin fee / account holder | $881 | $7,669-88.5% | $6,673-86.8% | $14,365-93.9% |