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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 | $38,261 | $57,330-33.3% | $86,656-55.8% | $75,177-49.1% |
| Participation rate | 64.8% | 63.2%+1.6pp | 71.7%-6.9pp | 67.2%-2.4pp |
| Annual return | 21.52% | 2675.40%-2653.9pp | 593.09%-571.6pp | 160.75%-139.2pp |
| Employer contribution / active EE | $496 | $2,316-78.6% | $3,025-83.6% | $2,671-81.4% |
| Participant deferral / active EE | $1,990 | $3,320-40.0% | $4,439-55.2% | $4,126-51.8% |
| Admin fee / account holder | $1,434 | $4,115-65.1% | $5,619-74.5% | $5,651-74.6% |