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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 | $30,203 | $65,440-53.8% | $98,506-69.3% | $85,851-64.8% |
| Participation rate | 49.1% | 65.0%-15.9pp | 73.3%-24.2pp | 69.3%-20.2pp |
| Annual return | 15.27% | 21.75%-6.5pp | 1494.92%-1479.7pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,016 | $2,169-53.2% | $2,961-65.7% | $2,565-60.4% |
| Participant deferral / active EE | $2,398 | $3,168-24.3% | $4,277-43.9% | $3,952-39.3% |
| Admin fee / account holder | $623 | $4,596-86.4% | $5,955-89.5% | $6,261-90.0% |