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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 | $12,239 | $47,479-74.2% | $62,929-80.6% | $82,448-85.2% |
| Participation rate | 37.9% | 66.9%-28.9pp | 73.1%-35.2pp | 68.1%-30.1pp |
| Annual return | 20.20% | 20.34%-0.1pp | 1063.93%-1043.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $587 | $1,885-68.8% | $2,505-76.5% | $2,551-77.0% |
| Participant deferral / active EE | $1,774 | $2,870-38.2% | $3,888-54.4% | $4,139-57.1% |
| Admin fee / account holder | $317 | $3,804-91.7% | $5,065-93.7% | $7,234-95.6% |