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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 | $25,195 | $65,434-61.5% | $98,483-74.4% | $85,847-70.7% |
| Participation rate | 29.4% | 65.0%-35.6pp | 73.3%-43.9pp | 69.3%-39.9pp |
| Annual return | 16.03% | 21.75%-5.7pp | 1494.38%-1478.4pp | 318.61%-302.6pp |
| Employer contribution / active EE | $842 | $2,169-61.2% | $2,961-71.6% | $2,565-67.2% |
| Participant deferral / active EE | $2,439 | $3,168-23.0% | $4,276-43.0% | $3,952-38.3% |
| Admin fee / account holder | $426 | $4,595-90.7% | $5,953-92.8% | $6,261-93.2% |