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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 | $20,386 | $57,312-64.4% | $86,617-76.5% | $75,181-72.9% |
| Participation rate | 47.9% | 63.2%-15.3pp | 71.7%-23.8pp | 67.2%-19.3pp |
| Annual return | 24.88% | 2672.78%-2647.9pp | 591.91%-567.0pp | 160.69%-135.8pp |
| Employer contribution / active EE | $779 | $2,315-66.3% | $3,023-74.2% | $2,671-70.8% |
| Participant deferral / active EE | $1,805 | $3,319-45.6% | $4,437-59.3% | $4,126-56.3% |
| Admin fee / account holder | $476 | $4,114-88.4% | $5,613-91.5% | $5,650-91.6% |