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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 | $43,722 | $108,701-59.8% | $74,723-41.5% | $152,909-71.4% |
| Participation rate | 25.0% | 65.4%-40.4pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | 17.60% | 114.12%-96.5pp | 753.18%-735.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $210 | $1,504-86.1% | $1,084-80.7% | $4,764-95.6% |
| Participant deferral / active EE | $549 | $2,709-79.7% | $1,962-72.0% | $5,851-90.6% |
| Admin fee / account holder | $7,626 | $4,906+55.4% | $3,335+128.7% | $11,601-34.3% |