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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 | $61,593 | $34,932+76.3% | $56,441+9.1% | $74,546-17.4% |
| Participation rate | 13.4% | 32.9%-19.5pp | 52.5%-39.1pp | 67.2%-53.8pp |
| Annual return | 15.67% | 24.90%-9.2pp | 1704.21%-1688.5pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $220 | $608-63.8% | $1,039-78.8% | $2,624-91.6% |
| Participant deferral / active EE | $417 | $1,173-64.4% | $1,953-78.6% | $4,347-90.4% |
| Admin fee / account holder | $7,527 | $2,359+219.0% | $2,829+166.0% | $1,944+287.3% |