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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 | $42,507 | $110,551-61.5% | $80,741-47.4% | $167,536-74.6% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 9.95% | 120.57%-110.6pp | 87.30%-77.4pp | 478.82%-468.9pp |
| Employer contribution / active EE | $362 | $1,543-76.6% | $1,160-68.8% | $4,839-92.5% |
| Participant deferral / active EE | $396 | $2,870-86.2% | $2,145-81.5% | $6,342-93.7% |
| Admin fee / account holder | $2,041 | $4,547-55.1% | $3,380-39.6% | $12,315-83.4% |