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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 | $21,187 | $95,406-77.8% | $185,849-88.6% | $85,847-75.3% |
| Participation rate | 29.6% | 68.8%-39.1pp | 81.7%-52.1pp | 69.3%-39.7pp |
| Annual return | 17.14% | 23.59%-6.4pp | 122.10%-105.0pp | 318.61%-301.5pp |
| Employer contribution / active EE | $619 | $3,314-81.3% | $5,169-88.0% | $2,565-75.9% |
| Participant deferral / active EE | $1,448 | $3,424-57.7% | $5,569-74.0% | $3,952-63.4% |
| Admin fee / account holder | $355 | $7,214-95.1% | $16,244-97.8% | $6,261-94.3% |