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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 | $14,018 | $57,305-75.5% | $86,640-83.8% | $75,173-81.4% |
| Participation rate | 26.5% | 63.2%-36.7pp | 71.7%-45.2pp | 67.2%-40.7pp |
| Annual return | 19.23% | 2674.24%-2655.0pp | 592.52%-573.3pp | 160.72%-141.5pp |
| Employer contribution / active EE | $643 | $2,316-72.3% | $3,024-78.7% | $2,671-75.9% |
| Participant deferral / active EE | $1,091 | $3,320-67.1% | $4,438-75.4% | $4,126-73.6% |
| Admin fee / account holder | $2,081 | $4,116-49.4% | $5,616-62.9% | $5,651-63.2% |