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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 | $22,958 | $73,546-68.8% | $63,018-63.6% | $147,586-84.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 19.48% | 175.56%-156.1pp | 87.62%-68.1pp | 578.59%-559.1pp |
| Employer contribution / active EE | $329 | $3,324-90.1% | $2,761-88.1% | $4,876-93.3% |
| Participant deferral / active EE | $1,315 | $4,185-68.6% | $3,330-60.5% | $5,439-75.8% |
| Admin fee / account holder | $684 | $5,956-88.5% | $3,601-81.0% | $10,886-93.7% |