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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 | $41,523 | $57,305-27.5% | $86,640-52.1% | $75,173-44.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 71.7%-28.9pp | 67.2%-24.3pp |
| Annual return | 14.22% | 2674.24%-2660.0pp | 592.52%-578.3pp | 160.72%-146.5pp |
| Employer contribution / active EE | $543 | $2,316-76.6% | $3,024-82.0% | $2,671-79.7% |
| Participant deferral / active EE | $1,473 | $3,320-55.6% | $4,438-66.8% | $4,126-64.3% |
| Admin fee / account holder | $11,381 | $4,116+176.5% | $5,616+102.7% | $5,651+101.4% |