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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 | $14,706 | $57,312-74.3% | $86,617-83.0% | $75,181-80.4% |
| Participation rate | 35.6% | 63.2%-27.6pp | 71.7%-36.1pp | 67.2%-31.6pp |
| Annual return | 16.06% | 2672.78%-2656.7pp | 591.91%-575.9pp | 160.69%-144.6pp |
| Employer contribution / active EE | $391 | $2,315-83.1% | $3,023-87.1% | $2,671-85.4% |
| Participant deferral / active EE | $1,429 | $3,319-56.9% | $4,437-67.8% | $4,126-65.4% |
| Admin fee / account holder | $752 | $4,114-81.7% | $5,613-86.6% | $5,650-86.7% |