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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 | $22,939 | $60,119-61.8% | $90,430-74.6% | $79,858-71.3% |
| Participation rate | 37.5% | 65.0%-27.5pp | 72.7%-35.2pp | 69.6%-32.1pp |
| Annual return | 17.26% | 71.94%-54.7pp | 1293.73%-1276.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $699 | $2,068-66.2% | $3,262-78.6% | $2,471-71.7% |
| Participant deferral / active EE | $2,120 | $2,938-27.8% | $3,963-46.5% | $3,740-43.3% |
| Admin fee / account holder | $2,632 | $3,976-33.8% | $5,613-53.1% | $5,306-50.4% |