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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 | $19,212 | $45,152-57.5% | $73,835-74.0% | $59,633-67.8% |
| Participation rate | 43.1% | 64.0%-20.9pp | 73.4%-30.4pp | 68.7%-25.6pp |
| Annual return | 18.34% | 27.40%-9.1pp | 2268.13%-2249.8pp | 2041.40%-2023.1pp |
| Employer contribution / active EE | $241 | $1,901-87.3% | $2,788-91.4% | $2,203-89.1% |
| Participant deferral / active EE | $1,904 | $2,573-26.0% | $3,583-46.9% | $3,192-40.3% |
| Admin fee / account holder | $2,523 | $3,515-28.2% | $4,880-48.3% | $4,297-41.3% |