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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 | $39,761 | $30,421+30.7% | $56,077-29.1% | $74,429-46.6% |
| Participation rate | 22.3% | 32.9%-10.5pp | 52.5%-30.2pp | 67.2%-44.9pp |
| Annual return | 11.69% | 24.94%-13.2pp | 1709.28%-1697.6pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $194 | $610-68.1% | $1,040-81.3% | $2,625-92.6% |
| Participant deferral / active EE | $813 | $1,175-30.8% | $1,954-58.4% | $4,348-81.3% |
| Admin fee / account holder | $5,257 | $2,363+122.4% | $2,825+86.1% | $1,944+170.4% |