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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 | $31,841 | $60,128-47.0% | $90,440-64.8% | $79,852-60.1% |
| Participation rate | 48.8% | 65.0%-16.2pp | 72.7%-23.9pp | 69.6%-20.8pp |
| Annual return | 93.12% | 71.95%+21.2pp | 1294.38%-1201.3pp | 31.72%+61.4pp |
| Employer contribution / active EE | $850 | $2,068-58.9% | $3,263-74.0% | $2,471-65.6% |
| Participant deferral / active EE | $1,291 | $2,939-56.1% | $3,964-67.4% | $3,740-65.5% |
| Admin fee / account holder | $835 | $3,977-79.0% | $5,615-85.1% | $5,306-84.3% |