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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 | $23,582 | $80,812-70.8% | $160,784-85.3% | $82,448-71.4% |
| Participation rate | 20.9% | 66.2%-45.3pp | 77.0%-56.1pp | 68.1%-47.2pp |
| Annual return | 15.27% | 100.59%-85.3pp | 1803.92%-1788.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $641 | $2,174-70.5% | $3,733-82.8% | $2,551-74.9% |
| Participant deferral / active EE | $1,996 | $4,335-54.0% | $6,293-68.3% | $4,139-51.8% |
| Admin fee / account holder | $2,178 | $7,695-71.7% | $9,717-77.6% | $7,234-69.9% |