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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 | $22,160 | $60,139-63.2% | $90,461-75.5% | $79,856-72.3% |
| Participation rate | 45.3% | 65.0%-19.7pp | 72.7%-27.4pp | 69.6%-24.3pp |
| Annual return | 19.22% | 71.96%-52.7pp | 1294.76%-1275.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $774 | $2,069-62.6% | $3,264-76.3% | $2,471-68.7% |
| Participant deferral / active EE | $2,444 | $2,939-16.8% | $3,964-38.4% | $3,741-34.7% |
| Admin fee / account holder | $7,920 | $3,978+99.1% | $5,617+41.0% | $5,306+49.2% |