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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 | $15,320 | $60,139-74.5% | $90,461-83.1% | $79,856-80.8% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.2pp |
| Annual return | 22.26% | 71.96%-49.7pp | 1294.76%-1272.5pp | 31.71%-9.4pp |
| Employer contribution / active EE | $537 | $2,069-74.0% | $3,264-83.5% | $2,471-78.3% |
| Participant deferral / active EE | $1,315 | $2,939-55.2% | $3,964-66.8% | $3,741-64.8% |
| Admin fee / account holder | $1,100 | $3,978-72.3% | $5,617-80.4% | $5,306-79.3% |