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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 | $26,483 | $60,128-56.0% | $90,440-70.7% | $79,852-66.8% |
| Participation rate | 46.4% | 65.0%-18.6pp | 72.7%-26.3pp | 69.6%-23.3pp |
| Annual return | 13.09% | 71.95%-58.9pp | 1294.38%-1281.3pp | 31.72%-18.6pp |
| Employer contribution / active EE | $205 | $2,068-90.1% | $3,263-93.7% | $2,471-91.7% |
| Participant deferral / active EE | $1,109 | $2,939-62.3% | $3,964-72.0% | $3,740-70.4% |
| Admin fee / account holder | $2,025 | $3,977-49.1% | $5,615-63.9% | $5,306-61.8% |