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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 | $34,596 | $57,312-39.6% | $86,617-60.1% | $75,181-54.0% |
| Participation rate | 59.4% | 63.2%-3.8pp | 71.7%-12.3pp | 67.2%-7.8pp |
| Annual return | 19.79% | 2672.78%-2653.0pp | 591.91%-572.1pp | 160.69%-140.9pp |
| Employer contribution / active EE | $758 | $2,315-67.3% | $3,023-74.9% | $2,671-71.6% |
| Participant deferral / active EE | $3,280 | $3,319-1.2% | $4,437-26.1% | $4,126-20.5% |
| Admin fee / account holder | $2,070 | $4,114-49.7% | $5,613-63.1% | $5,650-63.4% |