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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 | $40,220 | $58,258-31.0% | $81,820-50.8% | $80,925-50.3% |
| Participation rate | 17.5% | 63.5%-46.0pp | 72.4%-54.9pp | 67.7%-50.2pp |
| Annual return | 12.66% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $768 | $2,345-67.2% | $2,915-73.6% | $2,756-72.1% |
| Participant deferral / active EE | $768 | $3,284-76.6% | $4,323-82.2% | $4,299-82.1% |
| Admin fee / account holder | $1,081 | $4,976-78.3% | $7,391-85.4% | $6,940-84.4% |