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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 | $10,632 | $96,678-89.0% | $86,640-87.7% | $139,466-92.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 17.02% | 106.69%-89.7pp | 592.52%-575.5pp | 373.66%-356.6pp |
| Employer contribution / active EE | $886 | $3,265-72.9% | $3,024-70.7% | $4,754-81.4% |
| Participant deferral / active EE | $921 | $4,837-81.0% | $4,438-79.2% | $6,712-86.3% |
| Admin fee / account holder | $3,286 | $6,410-48.7% | $5,616-41.5% | $11,409-71.2% |