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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 | $25,039 | $49,199-49.1% | $121,204-79.3% | $75,173-66.7% |
| Participation rate | 40.0% | 55.4%-15.4pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 22.47% | 56.04%-33.6pp | 987.18%-964.7pp | 160.72%-138.3pp |
| Employer contribution / active EE | $591 | $1,547-61.8% | $4,170-85.8% | $2,671-77.9% |
| Participant deferral / active EE | $1,476 | $2,630-43.9% | $4,083-63.8% | $4,126-64.2% |
| Admin fee / account holder | $2,198 | $3,946-44.3% | $5,651-61.1% | $5,651-61.1% |