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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 | $13,295 | $60,128-77.9% | $90,440-85.3% | $79,852-83.4% |
| Participation rate | 55.2% | 65.0%-9.8pp | 72.7%-17.5pp | 69.6%-14.5pp |
| Annual return | 21.11% | 71.95%-50.8pp | 1294.38%-1273.3pp | 31.72%-10.6pp |
| Employer contribution / active EE | $583 | $2,068-71.8% | $3,263-82.1% | $2,471-76.4% |
| Participant deferral / active EE | $2,148 | $2,939-26.9% | $3,964-45.8% | $3,740-42.6% |
| Admin fee / account holder | $698 | $3,977-82.4% | $5,615-87.6% | $5,306-86.8% |