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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 | $16,069 | $60,128-73.3% | $90,440-82.2% | $79,852-79.9% |
| Participation rate | 53.6% | 65.0%-11.4pp | 72.7%-19.1pp | 69.6%-16.0pp |
| Annual return | 20.10% | 71.95%-51.9pp | 1294.38%-1274.3pp | 31.72%-11.6pp |
| Employer contribution / active EE | $455 | $2,068-78.0% | $3,263-86.1% | $2,471-81.6% |
| Participant deferral / active EE | $946 | $2,939-67.8% | $3,964-76.1% | $3,740-74.7% |
| Admin fee / account holder | $408 | $3,977-89.7% | $5,615-92.7% | $5,306-92.3% |