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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 | $34,100 | $45,152-24.5% | $73,836-53.8% | $59,633-42.8% |
| Participation rate | 65.4% | 64.0%+1.4pp | 73.4%-8.1pp | 68.7%-3.3pp |
| Annual return | 1.49% | 27.40%-25.9pp | 2268.06%-2266.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $960 | $1,901-49.5% | $2,787-65.5% | $2,203-56.4% |
| Participant deferral / active EE | $2,209 | $2,573-14.2% | $3,583-38.4% | $3,192-30.8% |
| Admin fee / account holder | $8,774 | $3,515+149.6% | $4,882+79.7% | $4,297+104.2% |