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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 | $34,893 | $60,393-42.2% | $81,820-57.4% | $74,429-53.1% |
| Participation rate | 28.2% | 62.9%-34.7pp | 72.4%-44.2pp | 67.2%-39.1pp |
| Annual return | 12.07% | 16.89%-4.8pp | 777.93%-765.9pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $951 | $2,626-63.8% | $2,915-67.4% | $2,625-63.8% |
| Participant deferral / active EE | $2,792 | $3,397-17.8% | $4,323-35.4% | $4,348-35.8% |
| Admin fee / account holder | $2,945 | $1,491+97.5% | $7,391-60.2% | $1,944+51.5% |