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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 | $40,839 | $57,305-28.7% | $86,640-52.9% | $75,173-45.7% |
| Participation rate | 48.6% | 63.2%-14.6pp | 71.7%-23.1pp | 67.2%-18.6pp |
| Annual return | 19.31% | 2674.24%-2654.9pp | 592.52%-573.2pp | 160.72%-141.4pp |
| Employer contribution / active EE | $988 | $2,316-57.3% | $3,024-67.3% | $2,671-63.0% |
| Participant deferral / active EE | $1,944 | $3,320-41.4% | $4,438-56.2% | $4,126-52.9% |
| Admin fee / account holder | $357 | $4,116-91.3% | $5,616-93.6% | $5,651-93.7% |