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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 | $14,551 | $57,305-74.6% | $86,640-83.2% | $75,173-80.6% |
| Participation rate | 31.0% | 63.2%-32.2pp | 71.7%-40.7pp | 67.2%-36.2pp |
| Annual return | 21.57% | 2674.24%-2652.7pp | 592.52%-570.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $1,112 | $2,316-52.0% | $3,024-63.2% | $2,671-58.4% |
| Participant deferral / active EE | $2,894 | $3,320-12.8% | $4,438-34.8% | $4,126-29.9% |
| Admin fee / account holder | $6,484 | $4,116+57.5% | $5,616+15.5% | $5,651+14.7% |