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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 | $12,950 | $49,199-73.7% | $121,204-89.3% | $75,173-82.8% |
| Participation rate | 40.6% | 55.4%-14.8pp | 69.5%-28.9pp | 67.2%-26.6pp |
| Annual return | 15.61% | 56.04%-40.4pp | 987.18%-971.6pp | 160.72%-145.1pp |
| Employer contribution / active EE | $968 | $1,547-37.5% | $4,170-76.8% | $2,671-63.8% |
| Participant deferral / active EE | $1,524 | $2,630-42.0% | $4,083-62.7% | $4,126-63.1% |
| Admin fee / account holder | $3,265 | $3,946-17.3% | $5,651-42.2% | $5,651-42.2% |