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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 | $14,950 | $60,119-75.1% | $90,430-83.5% | $79,858-81.3% |
| Participation rate | 49.2% | 65.0%-15.8pp | 72.7%-23.5pp | 69.6%-20.4pp |
| Annual return | 13.47% | 71.94%-58.5pp | 1293.73%-1280.3pp | 31.72%-18.2pp |
| Employer contribution / active EE | $295 | $2,068-85.7% | $3,262-91.0% | $2,471-88.1% |
| Participant deferral / active EE | $1,903 | $2,938-35.2% | $3,963-52.0% | $3,740-49.1% |
| Admin fee / account holder | $1,780 | $3,976-55.2% | $5,613-68.3% | $5,306-66.4% |