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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 | $17,486 | $57,312-69.5% | $86,617-79.8% | $75,181-76.7% |
| Participation rate | 35.1% | 63.2%-28.1pp | 71.7%-36.6pp | 67.2%-32.1pp |
| Annual return | 33.61% | 2672.78%-2639.2pp | 591.91%-558.3pp | 160.69%-127.1pp |
| Employer contribution / active EE | $810 | $2,315-65.0% | $3,023-73.2% | $2,671-69.7% |
| Participant deferral / active EE | $1,807 | $3,319-45.6% | $4,437-59.3% | $4,126-56.2% |
| Admin fee / account holder | $4,702 | $4,114+14.3% | $5,613-16.2% | $5,650-16.8% |