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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 | $18,491 | $57,312-67.7% | $86,617-78.7% | $75,181-75.4% |
| Participation rate | 54.4% | 63.2%-8.8pp | 71.7%-17.3pp | 67.2%-12.8pp |
| Annual return | 18.40% | 2672.78%-2654.4pp | 591.91%-573.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $380 | $2,315-83.6% | $3,023-87.4% | $2,671-85.8% |
| Participant deferral / active EE | $2,511 | $3,319-24.4% | $4,437-43.4% | $4,126-39.1% |
| Admin fee / account holder | $1,070 | $4,114-74.0% | $5,613-80.9% | $5,650-81.1% |