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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 | $18,598 | $48,570-61.7% | $130,660-85.8% | $72,976-74.5% |
| Participation rate | 31.7% | 58.6%-26.8pp | 71.7%-40.0pp | 69.5%-37.7pp |
| Annual return | 18.94% | 38.63%-19.7pp | 1709.29%-1690.4pp | 81.02%-62.1pp |
| Employer contribution / active EE | $960 | $1,334-28.1% | $4,092-76.5% | $2,440-60.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,372 | $3,549+79.5% | $5,463+16.6% | $5,124+24.4% |