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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 | $26,021 | $57,305-54.6% | $86,640-70.0% | $75,173-65.4% |
| Participation rate | 36.7% | 63.2%-26.5pp | 71.7%-35.0pp | 67.2%-30.5pp |
| Annual return | 17.06% | 2674.24%-2657.2pp | 592.52%-575.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $614 | $2,316-73.5% | $3,024-79.7% | $2,671-77.0% |
| Participant deferral / active EE | $1,662 | $3,320-49.9% | $4,438-62.6% | $4,126-59.7% |
| Admin fee / account holder | $7,358 | $4,116+78.8% | $5,616+31.0% | $5,651+30.2% |