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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 | $38,449 | $60,139-36.1% | $90,461-57.5% | $79,856-51.9% |
| Participation rate | 37.5% | 65.0%-27.5pp | 72.7%-35.2pp | 69.6%-32.1pp |
| Annual return | 15.33% | 71.96%-56.6pp | 1294.76%-1279.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,009 | $2,069-51.2% | $3,264-69.1% | $2,471-59.2% |
| Participant deferral / active EE | $1,710 | $2,939-41.8% | $3,964-56.9% | $3,741-54.3% |
| Admin fee / account holder | $333 | $3,978-91.6% | $5,617-94.1% | $5,306-93.7% |