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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 | $36,884 | $30,421+21.2% | $56,077-34.2% | $74,429-50.4% |
| Participation rate | 15.2% | 32.9%-17.7pp | 52.5%-37.3pp | 67.2%-52.0pp |
| Annual return | 12.39% | 24.94%-12.5pp | 1709.28%-1696.9pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $224 | $610-63.3% | $1,040-78.5% | $2,625-91.5% |
| Participant deferral / active EE | $657 | $1,175-44.1% | $1,954-66.4% | $4,348-84.9% |
| Admin fee / account holder | $5,191 | $2,363+119.7% | $2,825+83.8% | $1,944+167.0% |