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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 | $28,501 | $63,768-55.3% | $98,483-71.1% | $79,391-64.1% |
| Participation rate | 50.5% | 69.9%-19.4pp | 73.3%-22.9pp | 70.7%-20.2pp |
| Annual return | 12.33% | 626.18%-613.8pp | 1494.38%-1482.0pp | 116.88%-104.5pp |
| Employer contribution / active EE | $1,200 | $2,558-53.1% | $2,961-59.5% | $2,428-50.6% |
| Participant deferral / active EE | $2,991 | $3,305-9.5% | $4,276-30.0% | $4,046-26.1% |
| Admin fee / account holder | $1,299 | $516+151.9% | $5,953-78.2% | $627+107.4% |