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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 | $22,292 | $48,327-53.9% | $67,575-67.0% | $80,935-72.5% |
| Participation rate | 33.8% | 66.4%-32.6pp | 72.9%-39.1pp | 67.7%-33.9pp |
| Annual return | 18.21% | 18.31%-0.1pp | 3528.98%-3510.8pp | 35.66%-17.5pp |
| Employer contribution / active EE | $371 | $2,022-81.6% | $2,736-86.4% | $2,757-86.5% |
| Participant deferral / active EE | $1,687 | $2,927-42.4% | $4,003-57.9% | $4,299-60.8% |
| Admin fee / account holder | $3,015 | $3,692-18.3% | $3,993-24.5% | $6,924-56.5% |