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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 | $27,341 | $60,139-54.5% | $90,461-69.8% | $79,856-65.8% |
| Participation rate | 40.4% | 65.0%-24.6pp | 72.7%-32.3pp | 69.6%-29.2pp |
| Annual return | 13.96% | 71.96%-58.0pp | 1294.76%-1280.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $259 | $2,069-87.5% | $3,264-92.1% | $2,471-89.5% |
| Participant deferral / active EE | $873 | $2,939-70.3% | $3,964-78.0% | $3,741-76.7% |
| Admin fee / account holder | $2,194 | $3,978-44.8% | $5,617-60.9% | $5,306-58.6% |