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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 | $41,717 | $57,330-27.2% | $86,656-51.9% | $75,177-44.5% |
| Participation rate | 44.4% | 63.2%-18.7pp | 71.7%-27.3pp | 67.2%-22.8pp |
| Annual return | 17.88% | 2675.40%-2657.5pp | 593.09%-575.2pp | 160.75%-142.9pp |
| Employer contribution / active EE | $885 | $2,316-61.8% | $3,025-70.7% | $2,671-66.9% |
| Participant deferral / active EE | $2,686 | $3,320-19.1% | $4,439-39.5% | $4,126-34.9% |
| Admin fee / account holder | $2,232 | $4,115-45.8% | $5,619-60.3% | $5,651-60.5% |