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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 | $21,415 | $57,312-62.6% | $86,617-75.3% | $75,181-71.5% |
| Participation rate | 45.1% | 63.2%-18.1pp | 71.7%-26.6pp | 67.2%-22.1pp |
| Annual return | 23.50% | 2672.78%-2649.3pp | 591.91%-568.4pp | 160.69%-137.2pp |
| Employer contribution / active EE | $1,684 | $2,315-27.3% | $3,023-44.3% | $2,671-36.9% |
| Participant deferral / active EE | $2,859 | $3,319-13.9% | $4,437-35.6% | $4,126-30.7% |
| Admin fee / account holder | $1,096 | $4,114-73.4% | $5,613-80.5% | $5,650-80.6% |