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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 | $25,784 | $69,774-63.0% | $67,575-61.8% | $74,459-65.4% |
| Participation rate | 31.5% | 71.4%-39.9pp | 72.9%-41.5pp | 67.2%-35.8pp |
| Annual return | 11.88% | -40.53%+52.4pp | 3528.98%-3517.1pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $745 | $2,710-72.5% | $2,736-72.8% | $2,626-71.6% |
| Participant deferral / active EE | $1,450 | $3,636-60.1% | $4,003-63.8% | $4,350-66.7% |
| Admin fee / account holder | $3,460 | $890+288.8% | $3,993-13.4% | $1,945+77.9% |