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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 | $17,659 | $27,936-36.8% | $58,561-69.8% | $75,173-76.5% |
| Participation rate | 23.5% | 38.8%-15.3pp | 50.9%-27.3pp | 67.2%-43.7pp |
| Annual return | 16.27% | 44.21%-27.9pp | 4251.33%-4235.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $433 | $670-35.3% | $1,053-58.9% | $2,671-83.8% |
| Participant deferral / active EE | $992 | $1,202-17.4% | $1,923-48.4% | $4,126-76.0% |
| Admin fee / account holder | $2,920 | $1,727+69.1% | $2,520+15.9% | $5,651-48.3% |