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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 | $25,948 | $57,312-54.7% | $86,617-70.0% | $75,181-65.5% |
| Participation rate | 35.7% | 63.2%-27.5pp | 71.7%-36.0pp | 67.2%-31.5pp |
| Annual return | 23.42% | 2672.78%-2649.4pp | 591.91%-568.5pp | 160.69%-137.3pp |
| Employer contribution / active EE | $667 | $2,315-71.2% | $3,023-77.9% | $2,671-75.0% |
| Participant deferral / active EE | $1,990 | $3,319-40.0% | $4,437-55.1% | $4,126-51.8% |
| Admin fee / account holder | $2,295 | $4,114-44.2% | $5,613-59.1% | $5,650-59.4% |