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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 | $24,714 | $28,624-13.7% | $53,647-53.9% | $82,637-70.1% |
| Participation rate | 33.3% | 47.3%-13.9pp | 56.3%-22.9pp | 68.1%-34.7pp |
| Annual return | 20.60% | 664.98%-644.4pp | 358.33%-337.7pp | 53.51%-32.9pp |
| Employer contribution / active EE | $1,191 | $637+87.1% | $962+23.8% | $2,552-53.3% |
| Participant deferral / active EE | $2,732 | $1,196+128.4% | $1,813+50.7% | $4,126-33.8% |
| Admin fee / account holder | $625 | $2,022-69.1% | $2,460-74.6% | $7,339-91.5% |