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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 | $33,321 | $34,316-2.9% | $74,723-55.4% | $72,976-54.3% |
| Participation rate | 31.4% | 42.4%-11.0pp | 54.5%-23.0pp | 69.5%-38.1pp |
| Annual return | 23.94% | 26.58%-2.6pp | 753.18%-729.2pp | 81.02%-57.1pp |
| Employer contribution / active EE | $810 | $692+17.0% | $1,084-25.3% | $2,440-66.8% |
| Participant deferral / active EE | $2,015 | $1,272+58.5% | $1,962+2.7% | $3,608-44.1% |
| Admin fee / account holder | $1,124 | $2,125-47.1% | $3,335-66.3% | $5,124-78.1% |