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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 | $30,173 | $56,431-46.5% | $130,788-76.9% | $87,485-65.5% |
| Participation rate | 35.8% | 58.9%-23.1pp | 70.1%-34.3pp | 68.9%-33.1pp |
| Annual return | 18.17% | 91.27%-73.1pp | 386.44%-368.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $613 | $1,549-60.4% | $3,558-82.8% | $2,596-76.4% |
| Participant deferral / active EE | $1,224 | $2,749-55.5% | $4,137-70.4% | $4,274-71.4% |
| Admin fee / account holder | $1,232 | $4,433-72.2% | $6,673-81.5% | $7,775-84.2% |