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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 | $25,053 | $60,393-58.5% | $81,820-69.4% | $74,429-66.3% |
| Participation rate | 33.7% | 62.9%-29.2pp | 72.4%-38.7pp | 67.2%-33.6pp |
| Annual return | 13.21% | 16.89%-3.7pp | 777.93%-764.7pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $374 | $2,626-85.8% | $2,915-87.2% | $2,625-85.7% |
| Participant deferral / active EE | $1,654 | $3,397-51.3% | $4,323-61.7% | $4,348-62.0% |
| Admin fee / account holder | $2,068 | $1,491+38.7% | $7,391-72.0% | $1,944+6.4% |