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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 | $14,587 | $57,305-74.5% | $86,640-83.2% | $75,173-80.6% |
| Participation rate | 36.6% | 63.2%-26.6pp | 71.7%-35.1pp | 67.2%-30.6pp |
| Annual return | 30.08% | 2674.24%-2644.2pp | 592.52%-562.4pp | 160.72%-130.6pp |
| Employer contribution / active EE | $917 | $2,316-60.4% | $3,024-69.7% | $2,671-65.7% |
| Participant deferral / active EE | $2,691 | $3,320-18.9% | $4,438-39.4% | $4,126-34.8% |
| Admin fee / account holder | $6,488 | $4,116+57.6% | $5,616+15.5% | $5,651+14.8% |