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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 | $21,216 | $60,139-64.7% | $90,461-76.5% | $79,856-73.4% |
| Participation rate | 36.0% | 65.0%-29.0pp | 72.7%-36.7pp | 69.6%-33.7pp |
| Annual return | 16.69% | 71.96%-55.3pp | 1294.76%-1278.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $513 | $2,069-75.2% | $3,264-84.3% | $2,471-79.2% |
| Participant deferral / active EE | $1,434 | $2,939-51.2% | $3,964-63.8% | $3,741-61.7% |
| Admin fee / account holder | $1,355 | $3,978-65.9% | $5,617-75.9% | $5,306-74.5% |