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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 | $24,031 | $69,774-65.6% | $67,561-64.4% | $74,429-67.7% |
| Participation rate | 59.1% | 71.4%-12.3pp | 72.9%-13.8pp | 67.2%-8.2pp |
| Annual return | 27.93% | -40.53%+68.5pp | 3525.44%-3497.5pp | 1368.38%-1340.5pp |
| Employer contribution / active EE | $1,557 | $2,710-42.5% | $2,735-43.1% | $2,625-40.7% |
| Participant deferral / active EE | $2,047 | $3,636-43.7% | $4,003-48.9% | $4,348-52.9% |
| Admin fee / account holder | $2,069 | $890+132.5% | $4,006-48.3% | $1,944+6.4% |