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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 | $29,785 | $80,763-63.1% | $102,412-70.9% | $74,459-60.0% |
| Participation rate | 25.9% | 65.7%-39.8pp | 74.5%-48.7pp | 67.2%-41.4pp |
| Annual return | 94.09% | 27.57%+66.5pp | 24.94%+69.1pp | 1369.70%-1275.6pp |
| Employer contribution / active EE | $891 | $3,160-71.8% | $3,870-77.0% | $2,626-66.1% |
| Participant deferral / active EE | $1,859 | $3,862-51.8% | $5,060-63.3% | $4,350-57.2% |
| Admin fee / account holder | $13,673 | $2,371+476.6% | $8,388+63.0% | $1,945+603.1% |