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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 | $17,239 | $57,305-69.9% | $86,640-80.1% | $75,173-77.1% |
| Participation rate | 41.5% | 63.2%-21.7pp | 71.7%-30.2pp | 67.2%-25.7pp |
| Annual return | 35.17% | 2674.24%-2639.1pp | 592.52%-557.4pp | 160.72%-125.6pp |
| Employer contribution / active EE | $844 | $2,316-63.6% | $3,024-72.1% | $2,671-68.4% |
| Participant deferral / active EE | $1,131 | $3,320-65.9% | $4,438-74.5% | $4,126-72.6% |
| Admin fee / account holder | $1,930 | $4,116-53.1% | $5,616-65.6% | $5,651-65.8% |