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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 | $85,295 | $57,330+48.8% | $86,656-1.6% | $75,177+13.5% |
| Participation rate | 35.1% | 63.2%-28.1pp | 71.7%-36.6pp | 67.2%-32.1pp |
| Annual return | 15.33% | 2675.40%-2660.1pp | 593.09%-577.8pp | 160.75%-145.4pp |
| Employer contribution / active EE | $512 | $2,316-77.9% | $3,025-83.1% | $2,671-80.8% |
| Participant deferral / active EE | $2,629 | $3,320-20.8% | $4,439-40.8% | $4,126-36.3% |
| Admin fee / account holder | $817 | $4,115-80.2% | $5,619-85.5% | $5,651-85.5% |