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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 | $24,065 | $60,139-60.0% | $90,461-73.4% | $79,856-69.9% |
| Participation rate | 48.5% | 65.0%-16.5pp | 72.7%-24.2pp | 69.6%-21.1pp |
| Annual return | 14.12% | 71.96%-57.8pp | 1294.76%-1280.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $733 | $2,069-64.6% | $3,264-77.5% | $2,471-70.3% |
| Participant deferral / active EE | $1,656 | $2,939-43.6% | $3,964-58.2% | $3,741-55.7% |
| Admin fee / account holder | $1,639 | $3,978-58.8% | $5,617-70.8% | $5,306-69.1% |