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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 | $26,935 | $60,128-55.2% | $90,440-70.2% | $79,852-66.3% |
| Participation rate | 20.5% | 65.0%-44.5pp | 72.7%-52.2pp | 69.6%-49.2pp |
| Annual return | 17.12% | 71.95%-54.8pp | 1294.38%-1277.3pp | 31.72%-14.6pp |
| Employer contribution / active EE | $572 | $2,068-72.4% | $3,263-82.5% | $2,471-76.9% |
| Participant deferral / active EE | $1,109 | $2,939-62.3% | $3,964-72.0% | $3,740-70.4% |
| Admin fee / account holder | $3,374 | $3,977-15.2% | $5,615-39.9% | $5,306-36.4% |