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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 | $14,649 | $57,305-74.4% | $86,640-83.1% | $75,173-80.5% |
| Participation rate | 29.9% | 63.2%-33.3pp | 71.7%-41.8pp | 67.2%-37.3pp |
| Annual return | 20.02% | 2674.24%-2654.2pp | 592.52%-572.5pp | 160.72%-140.7pp |
| Employer contribution / active EE | $944 | $2,316-59.3% | $3,024-68.8% | $2,671-64.7% |
| Participant deferral / active EE | $1,902 | $3,320-42.7% | $4,438-57.1% | $4,126-53.9% |
| Admin fee / account holder | $2,386 | $4,116-42.0% | $5,616-57.5% | $5,651-57.8% |