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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 | $30,532 | $57,312-46.7% | $86,617-64.8% | $75,181-59.4% |
| Participation rate | 34.6% | 63.2%-28.6pp | 71.7%-37.1pp | 67.2%-32.6pp |
| Annual return | 14.64% | 2672.78%-2658.1pp | 591.91%-577.3pp | 160.69%-146.0pp |
| Employer contribution / active EE | $618 | $2,315-73.3% | $3,023-79.6% | $2,671-76.9% |
| Participant deferral / active EE | $2,306 | $3,319-30.5% | $4,437-48.0% | $4,126-44.1% |
| Admin fee / account holder | $690 | $4,114-83.2% | $5,613-87.7% | $5,650-87.8% |