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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 | $38,290 | $63,768-40.0% | $98,483-61.1% | $79,391-51.8% |
| Participation rate | 50.0% | 69.9%-19.9pp | 73.3%-23.3pp | 70.7%-20.7pp |
| Annual return | 20.10% | 626.18%-606.1pp | 1494.38%-1474.3pp | 116.88%-96.8pp |
| Employer contribution / active EE | $458 | $2,558-82.1% | $2,961-84.5% | $2,428-81.1% |
| Participant deferral / active EE | $2,018 | $3,305-38.9% | $4,276-52.8% | $4,046-50.1% |
| Admin fee / account holder | $5,240 | $516+916.0% | $5,953-12.0% | $627+736.3% |