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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 | $29,025 | $60,393-51.9% | $81,820-64.5% | $74,429-61.0% |
| Participation rate | 43.4% | 62.9%-19.5pp | 72.4%-29.0pp | 67.2%-23.8pp |
| Annual return | 12.99% | 16.89%-3.9pp | 777.93%-764.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $478 | $2,626-81.8% | $2,915-83.6% | $2,625-81.8% |
| Participant deferral / active EE | $809 | $3,397-76.2% | $4,323-81.3% | $4,348-81.4% |
| Admin fee / account holder | $3,030 | $1,491+103.2% | $7,391-59.0% | $1,944+55.8% |