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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 | $29,162 | $60,128-51.5% | $90,440-67.8% | $79,852-63.5% |
| Participation rate | 34.8% | 65.0%-30.2pp | 72.7%-37.9pp | 69.6%-34.9pp |
| Annual return | 11.99% | 71.95%-60.0pp | 1294.38%-1282.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $529 | $2,068-74.4% | $3,263-83.8% | $2,471-78.6% |
| Participant deferral / active EE | $1,197 | $2,939-59.3% | $3,964-69.8% | $3,740-68.0% |
| Admin fee / account holder | $960 | $3,977-75.9% | $5,615-82.9% | $5,306-81.9% |