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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 | $30,600 | $60,119-49.1% | $90,430-66.2% | $79,858-61.7% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | 12.27% | 71.94%-59.7pp | 1293.73%-1281.5pp | 31.72%-19.5pp |
| Employer contribution / active EE | $362 | $2,068-82.5% | $3,262-88.9% | $2,471-85.3% |
| Participant deferral / active EE | $1,071 | $2,938-63.5% | $3,963-73.0% | $3,740-71.4% |
| Admin fee / account holder | $3,308 | $3,976-16.8% | $5,613-41.1% | $5,306-37.6% |