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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 | $39,067 | $57,312-31.8% | $86,617-54.9% | $75,181-48.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 24.71% | 2672.78%-2648.1pp | 591.91%-567.2pp | 160.69%-136.0pp |
| Employer contribution / active EE | $677 | $2,315-70.8% | $3,023-77.6% | $2,671-74.7% |
| Participant deferral / active EE | $1,621 | $3,319-51.2% | $4,437-63.5% | $4,126-60.7% |
| Admin fee / account holder | $8,120 | $4,114+97.4% | $5,613+44.7% | $5,650+43.7% |