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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 | $36,557 | $57,305-36.2% | $86,640-57.8% | $75,173-51.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 13.70% | 2674.24%-2660.5pp | 592.52%-578.8pp | 160.72%-147.0pp |
| Employer contribution / active EE | $903 | $2,316-61.0% | $3,024-70.2% | $2,671-66.2% |
| Participant deferral / active EE | $3,165 | $3,320-4.7% | $4,438-28.7% | $4,126-23.3% |
| Admin fee / account holder | $1,930 | $4,116-53.1% | $5,616-65.6% | $5,651-65.8% |