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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 | $37,578 | $65,423-42.6% | $98,477-61.8% | $85,856-56.2% |
| Participation rate | 27.7% | 65.0%-37.3pp | 73.3%-45.7pp | 69.3%-41.7pp |
| Annual return | 12.91% | 21.76%-8.8pp | 1493.59%-1480.7pp | 318.58%-305.7pp |
| Employer contribution / active EE | $630 | $2,168-70.9% | $2,961-78.7% | $2,565-75.4% |
| Participant deferral / active EE | $1,308 | $3,167-58.7% | $4,276-69.4% | $3,952-66.9% |
| Admin fee / account holder | $908 | $4,594-80.2% | $5,951-84.7% | $6,261-85.5% |