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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 | $34,169 | $60,119-43.2% | $90,430-62.2% | $79,858-57.2% |
| Participation rate | 33.7% | 65.0%-31.3pp | 72.7%-39.0pp | 69.6%-35.9pp |
| Annual return | 60.33% | 71.94%-11.6pp | 1293.73%-1233.4pp | 31.72%+28.6pp |
| Employer contribution / active EE | $307 | $2,068-85.1% | $3,262-90.6% | $2,471-87.6% |
| Participant deferral / active EE | $1,931 | $2,938-34.3% | $3,963-51.3% | $3,740-48.4% |
| Admin fee / account holder | $643 | $3,976-83.8% | $5,613-88.5% | $5,306-87.9% |