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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 | $26,510 | $60,393-56.1% | $81,820-67.6% | $74,429-64.4% |
| Participation rate | 57.8% | 62.9%-5.1pp | 72.4%-14.6pp | 67.2%-9.5pp |
| Annual return | 20.40% | 16.89%+3.5pp | 777.93%-757.5pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $2,147 | $2,626-18.3% | $2,915-26.4% | $2,625-18.2% |
| Participant deferral / active EE | $2,657 | $3,397-21.8% | $4,323-38.5% | $4,348-38.9% |
| Admin fee / account holder | $1,793 | $1,491+20.3% | $7,391-75.7% | $1,944-7.8% |