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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 | $20,914 | $57,330-63.5% | $86,656-75.9% | $75,177-72.2% |
| Participation rate | 63.9% | 63.2%+0.7pp | 71.7%-7.8pp | 67.2%-3.3pp |
| Annual return | 16.85% | 2675.40%-2658.6pp | 593.09%-576.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $794 | $2,316-65.7% | $3,025-73.8% | $2,671-70.3% |
| Participant deferral / active EE | $2,377 | $3,320-28.4% | $4,439-46.5% | $4,126-42.4% |
| Admin fee / account holder | $2,710 | $4,115-34.2% | $5,619-51.8% | $5,651-52.1% |