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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 | $21,464 | $57,305-62.5% | $86,640-75.2% | $75,173-71.4% |
| Participation rate | 23.3% | 63.2%-39.9pp | 71.7%-48.4pp | 67.2%-43.9pp |
| Annual return | 22.70% | 2674.24%-2651.5pp | 592.52%-569.8pp | 160.72%-138.0pp |
| Employer contribution / active EE | $513 | $2,316-77.9% | $3,024-83.1% | $2,671-80.8% |
| Participant deferral / active EE | $2,137 | $3,320-35.6% | $4,438-51.9% | $4,126-48.2% |
| Admin fee / account holder | $544 | $4,116-86.8% | $5,616-90.3% | $5,651-90.4% |