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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 | $27,031 | $60,128-55.0% | $90,440-70.1% | $79,852-66.1% |
| Participation rate | 28.8% | 65.0%-36.1pp | 72.7%-43.8pp | 69.6%-40.8pp |
| Annual return | 38.27% | 71.95%-33.7pp | 1294.38%-1256.1pp | 31.72%+6.5pp |
| Employer contribution / active EE | $663 | $2,068-67.9% | $3,263-79.7% | $2,471-73.2% |
| Participant deferral / active EE | $1,910 | $2,939-35.0% | $3,964-51.8% | $3,740-48.9% |
| Admin fee / account holder | $1,032 | $3,977-74.1% | $5,615-81.6% | $5,306-80.6% |