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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 | $21,527 | $60,128-64.2% | $90,440-76.2% | $79,852-73.0% |
| Participation rate | 35.1% | 65.0%-29.9pp | 72.7%-37.6pp | 69.6%-34.6pp |
| Annual return | 17.40% | 71.95%-54.6pp | 1294.38%-1277.0pp | 31.72%-14.3pp |
| Employer contribution / active EE | $589 | $2,068-71.5% | $3,263-82.0% | $2,471-76.2% |
| Participant deferral / active EE | $1,372 | $2,939-53.3% | $3,964-65.4% | $3,740-63.3% |
| Admin fee / account holder | $663 | $3,977-83.3% | $5,615-88.2% | $5,306-87.5% |