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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 | $16,462 | $52,353-68.6% | $120,225-86.3% | $82,448-80.0% |
| Participation rate | 34.0% | 58.3%-24.4pp | 69.6%-35.6pp | 68.1%-34.1pp |
| Annual return | 20.62% | 61.85%-41.2pp | 439.23%-418.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $612 | $1,510-59.5% | $3,475-82.4% | $2,551-76.0% |
| Participant deferral / active EE | $1,614 | $2,627-38.6% | $3,999-59.6% | $4,139-61.0% |
| Admin fee / account holder | $2,107 | $4,363-51.7% | $5,696-63.0% | $7,234-70.9% |