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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 | $34,022 | $60,139-43.4% | $90,461-62.4% | $79,856-57.4% |
| Participation rate | 17.5% | 65.0%-47.5pp | 72.7%-55.2pp | 69.6%-52.1pp |
| Annual return | 13.43% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $398 | $2,069-80.8% | $3,264-87.8% | $2,471-83.9% |
| Participant deferral / active EE | $849 | $2,939-71.1% | $3,964-78.6% | $3,741-77.3% |
| Admin fee / account holder | $2,989 | $3,978-24.9% | $5,617-46.8% | $5,306-43.7% |