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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 | $23,163 | $60,128-61.5% | $90,440-74.4% | $79,852-71.0% |
| Participation rate | 27.7% | 65.0%-37.3pp | 72.7%-45.0pp | 69.6%-41.9pp |
| Annual return | 19.31% | 71.95%-52.6pp | 1294.38%-1275.1pp | 31.72%-12.4pp |
| Employer contribution / active EE | $471 | $2,068-77.2% | $3,263-85.6% | $2,471-80.9% |
| Participant deferral / active EE | $1,486 | $2,939-49.4% | $3,964-62.5% | $3,740-60.3% |
| Admin fee / account holder | $2,629 | $3,977-33.9% | $5,615-53.2% | $5,306-50.5% |