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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 | $32,513 | $80,812-59.8% | $160,784-79.8% | $82,448-60.6% |
| Participation rate | 30.9% | 66.2%-35.3pp | 77.0%-46.0pp | 68.1%-37.2pp |
| Annual return | 20.07% | 100.59%-80.5pp | 1803.92%-1783.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $458 | $2,174-78.9% | $3,733-87.7% | $2,551-82.0% |
| Participant deferral / active EE | $1,575 | $4,335-63.7% | $6,293-75.0% | $4,139-62.0% |
| Admin fee / account holder | $2,996 | $7,695-61.1% | $9,717-69.2% | $7,234-58.6% |