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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 | $60,305-58.5% | $81,780-69.4% | $74,400-66.3% |
| Participation rate | 33.7% | 62.9%-29.2pp | 72.4%-38.7pp | 67.2%-33.5pp |
| Annual return | 13.21% | 16.89%-3.7pp | 776.27%-763.1pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $374 | $2,623-85.7% | $2,914-87.2% | $2,624-85.7% |
| Participant deferral / active EE | $1,654 | $3,390-51.2% | $4,321-61.7% | $4,348-62.0% |
| Admin fee / account holder | $2,068 | $1,484+39.4% | $7,384-72.0% | $1,944+6.4% |