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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 | $25,574 | $65,434-60.9% | $98,483-74.0% | $85,847-70.2% |
| Participation rate | 42.6% | 65.0%-22.4pp | 73.3%-30.8pp | 69.3%-26.7pp |
| Annual return | 21.99% | 21.75%+0.2pp | 1494.38%-1472.4pp | 318.61%-296.6pp |
| Employer contribution / active EE | $505 | $2,169-76.7% | $2,961-82.9% | $2,565-80.3% |
| Participant deferral / active EE | $2,012 | $3,168-36.5% | $4,276-52.9% | $3,952-49.1% |
| Admin fee / account holder | $3,149 | $4,595-31.5% | $5,953-47.1% | $6,261-49.7% |