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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 | $28,513 | $57,330-50.3% | $86,656-67.1% | $75,177-62.1% |
| Participation rate | 47.4% | 63.2%-15.8pp | 71.7%-24.3pp | 67.2%-19.8pp |
| Annual return | 20.32% | 2675.40%-2655.1pp | 593.09%-572.8pp | 160.75%-140.4pp |
| Employer contribution / active EE | $1,004 | $2,316-56.6% | $3,025-66.8% | $2,671-62.4% |
| Participant deferral / active EE | $2,222 | $3,320-33.1% | $4,439-49.9% | $4,126-46.2% |
| Admin fee / account holder | $2,490 | $4,115-39.5% | $5,619-55.7% | $5,651-55.9% |