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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 | $31,951 | $57,305-44.2% | $86,640-63.1% | $75,173-57.5% |
| Participation rate | 38.1% | 63.2%-25.1pp | 71.7%-33.6pp | 67.2%-29.1pp |
| Annual return | 15.69% | 2674.24%-2658.6pp | 592.52%-576.8pp | 160.72%-145.0pp |
| Employer contribution / active EE | $948 | $2,316-59.1% | $3,024-68.6% | $2,671-64.5% |
| Participant deferral / active EE | $2,283 | $3,320-31.2% | $4,438-48.6% | $4,126-44.7% |
| Admin fee / account holder | $4,533 | $4,116+10.1% | $5,616-19.3% | $5,651-19.8% |