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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 | $16,063 | $57,305-72.0% | $86,640-81.5% | $75,173-78.6% |
| Participation rate | 52.1% | 63.2%-11.2pp | 71.7%-19.7pp | 67.2%-15.1pp |
| Annual return | 32.42% | 2674.24%-2641.8pp | 592.52%-560.1pp | 160.72%-128.3pp |
| Employer contribution / active EE | $1,769 | $2,316-23.6% | $3,024-41.5% | $2,671-33.8% |
| Participant deferral / active EE | $2,920 | $3,320-12.0% | $4,438-34.2% | $4,126-29.2% |
| Admin fee / account holder | $1,362 | $4,116-66.9% | $5,616-75.7% | $5,651-75.9% |