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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 | $42,888 | $65,423-34.4% | $98,477-56.4% | $85,856-50.0% |
| Participation rate | 36.2% | 65.0%-28.8pp | 73.3%-37.1pp | 69.3%-33.1pp |
| Annual return | 12.96% | 21.76%-8.8pp | 1493.59%-1480.6pp | 318.58%-305.6pp |
| Employer contribution / active EE | $652 | $2,168-69.9% | $2,961-78.0% | $2,565-74.6% |
| Participant deferral / active EE | $2,100 | $3,167-33.7% | $4,276-50.9% | $3,952-46.9% |
| Admin fee / account holder | $5,977 | $4,594+30.1% | $5,951+0.4% | $6,261-4.5% |