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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 | $18,428 | $60,119-69.3% | $90,430-79.6% | $79,858-76.9% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.4pp | 69.6%-16.3pp |
| Annual return | 19.29% | 71.94%-52.6pp | 1293.73%-1274.4pp | 31.72%-12.4pp |
| Employer contribution / active EE | $743 | $2,068-64.1% | $3,262-77.2% | $2,471-69.9% |
| Participant deferral / active EE | $1,621 | $2,938-44.8% | $3,963-59.1% | $3,740-56.7% |
| Admin fee / account holder | $953 | $3,976-76.0% | $5,613-83.0% | $5,306-82.0% |