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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 | $28,942 | $49,897-42.0% | $80,648-64.1% | $75,177-61.5% |
| Participation rate | 14.5% | 55.3%-40.8pp | 67.0%-52.5pp | 67.2%-52.7pp |
| Annual return | 29.90% | 34.68%-4.8pp | 937.21%-907.3pp | 160.75%-130.8pp |
| Employer contribution / active EE | $622 | $1,699-63.4% | $2,724-77.2% | $2,671-76.7% |
| Participant deferral / active EE | $1,584 | $2,992-47.1% | $4,443-64.4% | $4,126-61.6% |
| Admin fee / account holder | $1,741 | $3,579-51.4% | $5,382-67.7% | $5,651-69.2% |