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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 | $37,547 | $80,812-53.5% | $160,784-76.6% | $82,448-54.5% |
| Participation rate | 29.9% | 66.2%-36.4pp | 77.0%-47.1pp | 68.1%-38.2pp |
| Annual return | 25.81% | 100.59%-74.8pp | 1803.92%-1778.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $933 | $2,174-57.1% | $3,733-75.0% | $2,551-63.4% |
| Participant deferral / active EE | $3,466 | $4,335-20.1% | $6,293-44.9% | $4,139-16.3% |
| Admin fee / account holder | $301 | $7,695-96.1% | $9,717-96.9% | $7,234-95.8% |