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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 | $30,629 | $60,128-49.1% | $90,440-66.1% | $79,852-61.6% |
| Participation rate | 44.0% | 65.0%-21.0pp | 72.7%-28.7pp | 69.6%-25.6pp |
| Annual return | 21.25% | 71.95%-50.7pp | 1294.38%-1273.1pp | 31.72%-10.5pp |
| Employer contribution / active EE | $568 | $2,068-72.5% | $3,263-82.6% | $2,471-77.0% |
| Participant deferral / active EE | $1,255 | $2,939-57.3% | $3,964-68.3% | $3,740-66.4% |
| Admin fee / account holder | $1,081 | $3,977-72.8% | $5,615-80.7% | $5,306-79.6% |