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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 | $34,681 | $53,063-34.6% | $124,206-72.1% | $82,637-58.0% |
| Participation rate | 12.5% | 58.4%-45.9pp | 69.6%-57.1pp | 68.1%-55.6pp |
| Annual return | 25.88% | 68.87%-43.0pp | 515.27%-489.4pp | 53.51%-27.6pp |
| Employer contribution / active EE | $444 | $1,530-71.0% | $3,540-87.5% | $2,552-82.6% |
| Participant deferral / active EE | $981 | $2,644-62.9% | $3,968-75.3% | $4,126-76.2% |
| Admin fee / account holder | $6,285 | $4,281+46.8% | $5,929+6.0% | $7,339-14.4% |