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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 | $20,289 | $95,415-78.7% | $185,851-89.1% | $85,851-76.4% |
| Participation rate | 39.1% | 68.8%-29.7pp | 81.7%-42.6pp | 69.3%-30.2pp |
| Annual return | 18.52% | 23.59%-5.1pp | 122.11%-103.6pp | 318.63%-300.1pp |
| Employer contribution / active EE | $615 | $3,314-81.4% | $5,168-88.1% | $2,565-76.0% |
| Participant deferral / active EE | $1,655 | $3,424-51.7% | $5,569-70.3% | $3,952-58.1% |
| Admin fee / account holder | $615 | $7,215-91.5% | $16,245-96.2% | $6,261-90.2% |