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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 | $16,295 | $102,595-84.1% | $94,057-82.7% | $154,746-89.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 37.67% | 583.42%-545.8pp | 480.62%-443.0pp | 172.34%-134.7pp |
| Employer contribution / active EE | $1,166 | $3,147-63.0% | $2,933-60.2% | $4,379-73.4% |
| Participant deferral / active EE | $1,749 | $5,118-65.8% | $4,709-62.9% | $6,730-74.0% |
| Admin fee / account holder | $2,536 | $7,736-67.2% | $7,244-65.0% | $14,365-82.3% |