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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 | $73,943 | $80,812-8.5% | $160,784-54.0% | $82,448-10.3% |
| Participation rate | 28.9% | 66.2%-37.3pp | 77.0%-48.1pp | 68.1%-39.2pp |
| Annual return | 19.17% | 100.59%-81.4pp | 1803.92%-1784.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $820 | $2,174-62.3% | $3,733-78.0% | $2,551-67.9% |
| Participant deferral / active EE | $1,956 | $4,335-54.9% | $6,293-68.9% | $4,139-52.7% |
| Admin fee / account holder | $473 | $7,695-93.9% | $9,717-95.1% | $7,234-93.5% |