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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 | $30,006 | $60,504-50.4% | $81,882-63.4% | $74,478-59.7% |
| Participation rate | 32.0% | 62.9%-30.9pp | 72.4%-40.4pp | 67.2%-35.2pp |
| Annual return | 11.59% | 16.91%-5.3pp | 779.47%-767.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $966 | $2,627-63.2% | $2,916-66.9% | $2,626-63.2% |
| Participant deferral / active EE | $1,906 | $3,400-43.9% | $4,323-55.9% | $4,350-56.2% |
| Admin fee / account holder | $3,344 | $1,492+124.1% | $7,360-54.6% | $1,946+71.8% |