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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 | $26,619 | $69,774-61.8% | $67,575-60.6% | $74,459-64.2% |
| Participation rate | 38.0% | 71.4%-33.4pp | 72.9%-35.0pp | 67.2%-29.3pp |
| Annual return | 17.12% | -40.53%+57.6pp | 3528.98%-3511.9pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $725 | $2,710-73.3% | $2,736-73.5% | $2,626-72.4% |
| Participant deferral / active EE | $1,459 | $3,636-59.9% | $4,003-63.6% | $4,350-66.5% |
| Admin fee / account holder | $2,530 | $890+184.3% | $3,993-36.6% | $1,945+30.1% |