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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 | $32,619 | $57,305-43.1% | $86,640-62.4% | $75,173-56.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 14.41% | 2674.24%-2659.8pp | 592.52%-578.1pp | 160.72%-146.3pp |
| Employer contribution / active EE | $632 | $2,316-72.7% | $3,024-79.1% | $2,671-76.3% |
| Participant deferral / active EE | $4,874 | $3,320+46.8% | $4,438+9.8% | $4,126+18.1% |
| Admin fee / account holder | $13,964 | $4,116+239.3% | $5,616+148.7% | $5,651+147.1% |