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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 | $29,321 | $80,812-63.7% | $160,784-81.8% | $82,448-64.4% |
| Participation rate | 30.8% | 66.2%-35.5pp | 77.0%-46.2pp | 68.1%-37.3pp |
| Annual return | 21.81% | 100.59%-78.8pp | 1803.92%-1782.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $652 | $2,174-70.0% | $3,733-82.5% | $2,551-74.4% |
| Participant deferral / active EE | $1,431 | $4,335-67.0% | $6,293-77.3% | $4,139-65.4% |
| Admin fee / account holder | $800 | $7,695-89.6% | $9,717-91.8% | $7,234-88.9% |