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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 | $23,443 | $57,330-59.1% | $86,656-72.9% | $75,177-68.8% |
| Participation rate | 64.0% | 63.2%+0.8pp | 71.7%-7.7pp | 67.2%-3.2pp |
| Annual return | 16.21% | 2675.40%-2659.2pp | 593.09%-576.9pp | 160.75%-144.5pp |
| Employer contribution / active EE | $1,002 | $2,316-56.7% | $3,025-66.9% | $2,671-62.5% |
| Participant deferral / active EE | $3,643 | $3,320+9.7% | $4,439-17.9% | $4,126-11.7% |
| Admin fee / account holder | $370 | $4,115-91.0% | $5,619-93.4% | $5,651-93.4% |