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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 | $13,131 | $57,305-77.1% | $86,640-84.8% | $75,173-82.5% |
| Participation rate | 29.2% | 63.2%-34.0pp | 71.7%-42.5pp | 67.2%-38.0pp |
| Annual return | 19.36% | 2674.24%-2654.9pp | 592.52%-573.2pp | 160.72%-141.4pp |
| Employer contribution / active EE | $551 | $2,316-76.2% | $3,024-81.8% | $2,671-79.4% |
| Participant deferral / active EE | $1,499 | $3,320-54.9% | $4,438-66.2% | $4,126-63.7% |
| Admin fee / account holder | $1,924 | $4,116-53.3% | $5,616-65.7% | $5,651-66.0% |