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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 | $19,947 | $27,936-28.6% | $58,561-65.9% | $75,173-73.5% |
| Participation rate | 18.8% | 38.8%-20.1pp | 50.9%-32.1pp | 67.2%-48.5pp |
| Annual return | 51.16% | 44.21%+6.9pp | 4251.33%-4200.2pp | 160.72%-109.6pp |
| Employer contribution / active EE | $667 | $670-0.4% | $1,053-36.7% | $2,671-75.0% |
| Participant deferral / active EE | $972 | $1,202-19.1% | $1,923-49.4% | $4,126-76.4% |
| Admin fee / account holder | $1,337 | $1,727-22.5% | $2,520-46.9% | $5,651-76.3% |