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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 | $26,772 | $60,139-55.5% | $90,461-70.4% | $79,856-66.5% |
| Participation rate | 43.6% | 65.0%-21.4pp | 72.7%-29.1pp | 69.6%-26.1pp |
| Annual return | 48.04% | 71.96%-23.9pp | 1294.76%-1246.7pp | 31.71%+16.3pp |
| Employer contribution / active EE | $202 | $2,069-90.3% | $3,264-93.8% | $2,471-91.8% |
| Participant deferral / active EE | $1,929 | $2,939-34.4% | $3,964-51.3% | $3,741-48.4% |
| Admin fee / account holder | $547 | $3,978-86.2% | $5,617-90.3% | $5,306-89.7% |