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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 | $14,423 | $60,128-76.0% | $90,440-84.1% | $79,852-81.9% |
| Participation rate | 38.7% | 65.0%-26.3pp | 72.7%-34.0pp | 69.6%-30.9pp |
| Annual return | 26.69% | 71.95%-45.3pp | 1294.38%-1267.7pp | 31.72%-5.0pp |
| Employer contribution / active EE | $571 | $2,068-72.4% | $3,263-82.5% | $2,471-76.9% |
| Participant deferral / active EE | $1,667 | $2,939-43.3% | $3,964-57.9% | $3,740-55.4% |
| Admin fee / account holder | $1,058 | $3,977-73.4% | $5,615-81.2% | $5,306-80.1% |