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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 | $19,461 | $109,904-82.3% | $97,167-80.0% | $145,959-86.7% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 9.07% | 243.43%-234.4pp | 75.27%-66.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $570 | $3,084-81.5% | $2,729-79.1% | $4,661-87.8% |
| Participant deferral / active EE | $4,000 | $4,676-14.5% | $4,264-6.2% | $6,689-40.2% |
| Admin fee / account holder | $7,739 | $6,216+24.5% | $5,650+37.0% | $13,398-42.2% |