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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 | $31,406 | $65,904-52.3% | $160,784-80.5% | $79,634-60.6% |
| Participation rate | 28.3% | 56.2%-28.0pp | 77.0%-48.7pp | 62.5%-34.2pp |
| Annual return | 23.81% | 20.16%+3.7pp | 1803.92%-1780.1pp | 36.46%-12.7pp |
| Employer contribution / active EE | $722 | $1,805-60.0% | $3,733-80.7% | $2,529-71.5% |
| Participant deferral / active EE | $1,675 | $3,692-54.6% | $6,293-73.4% | $3,835-56.3% |
| Admin fee / account holder | $2,273 | $965+135.4% | $9,717-76.6% | $1,002+126.8% |