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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 | $23,164 | $57,305-59.6% | $86,640-73.3% | $75,173-69.2% |
| Participation rate | 34.4% | 63.2%-28.8pp | 71.7%-37.3pp | 67.2%-32.8pp |
| Annual return | 76.26% | 2674.24%-2598.0pp | 592.52%-516.3pp | 160.72%-84.5pp |
| Employer contribution / active EE | $612 | $2,316-73.6% | $3,024-79.8% | $2,671-77.1% |
| Participant deferral / active EE | $1,242 | $3,320-62.6% | $4,438-72.0% | $4,126-69.9% |
| Admin fee / account holder | $8,399 | $4,116+104.1% | $5,616+49.6% | $5,651+48.6% |