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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 | $24,061 | $57,330-58.0% | $86,656-72.2% | $75,177-68.0% |
| Participation rate | 30.9% | 63.2%-32.3pp | 71.7%-40.8pp | 67.2%-36.3pp |
| Annual return | 19.12% | 2675.40%-2656.3pp | 593.09%-574.0pp | 160.75%-141.6pp |
| Employer contribution / active EE | $782 | $2,316-66.3% | $3,025-74.2% | $2,671-70.7% |
| Participant deferral / active EE | $1,541 | $3,320-53.6% | $4,439-65.3% | $4,126-62.7% |
| Admin fee / account holder | $683 | $4,115-83.4% | $5,619-87.8% | $5,651-87.9% |