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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 | $18,452 | $57,312-67.8% | $86,617-78.7% | $75,181-75.5% |
| Participation rate | 36.5% | 63.2%-26.7pp | 71.7%-35.2pp | 67.2%-30.7pp |
| Annual return | 20.25% | 2672.78%-2652.5pp | 591.91%-571.7pp | 160.69%-140.4pp |
| Employer contribution / active EE | $1,000 | $2,315-56.8% | $3,023-66.9% | $2,671-62.5% |
| Participant deferral / active EE | $1,788 | $3,319-46.1% | $4,437-59.7% | $4,126-56.7% |
| Admin fee / account holder | $1,436 | $4,114-65.1% | $5,613-74.4% | $5,650-74.6% |