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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 | $15,438 | $60,139-74.3% | $90,461-82.9% | $79,856-80.7% |
| Participation rate | 34.8% | 65.0%-30.2pp | 72.7%-37.9pp | 69.6%-34.8pp |
| Annual return | 13.85% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $425 | $2,069-79.5% | $3,264-87.0% | $2,471-82.8% |
| Participant deferral / active EE | $1,079 | $2,939-63.3% | $3,964-72.8% | $3,741-71.1% |
| Admin fee / account holder | $728 | $3,978-81.7% | $5,617-87.0% | $5,306-86.3% |