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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 | $31,410 | $69,774-55.0% | $67,561-53.5% | $74,429-57.8% |
| Participation rate | 53.0% | 71.4%-18.4pp | 72.9%-19.9pp | 67.2%-14.2pp |
| Annual return | 15.36% | -40.53%+55.9pp | 3525.44%-3510.1pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $930 | $2,710-65.7% | $2,735-66.0% | $2,625-64.6% |
| Participant deferral / active EE | $2,242 | $3,636-38.3% | $4,003-44.0% | $4,348-48.4% |
| Admin fee / account holder | $806 | $890-9.5% | $4,006-79.9% | $1,944-58.6% |