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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 | $26,926 | $57,330-53.0% | $86,656-68.9% | $75,177-64.2% |
| Participation rate | 55.0% | 63.2%-8.2pp | 71.7%-16.7pp | 67.2%-12.2pp |
| Annual return | 16.73% | 2675.40%-2658.7pp | 593.09%-576.4pp | 160.75%-144.0pp |
| Employer contribution / active EE | $753 | $2,316-67.5% | $3,025-75.1% | $2,671-71.8% |
| Participant deferral / active EE | $2,032 | $3,320-38.8% | $4,439-54.2% | $4,126-50.7% |
| Admin fee / account holder | $436 | $4,115-89.4% | $5,619-92.2% | $5,651-92.3% |