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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 | $15,372 | $111,785-86.2% | $93,669-83.6% | $145,877-89.5% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 9.62% | 203.79%-194.2pp | 133.59%-124.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $861 | $3,096-72.2% | $2,424-64.5% | $4,663-81.5% |
| Participant deferral / active EE | $1,773 | $4,919-64.0% | $4,416-59.8% | $6,691-73.5% |
| Admin fee / account holder | $489 | $10,256-95.2% | $8,291-94.1% | $13,402-96.3% |