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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 | $34,924 | $49,199-29.0% | $121,204-71.2% | $75,173-53.5% |
| Participation rate | 29.0% | 55.4%-26.4pp | 69.5%-40.5pp | 67.2%-38.2pp |
| Annual return | 21.63% | 56.04%-34.4pp | 987.18%-965.6pp | 160.72%-139.1pp |
| Employer contribution / active EE | $651 | $1,547-57.9% | $4,170-84.4% | $2,671-75.6% |
| Participant deferral / active EE | $2,605 | $2,630-1.0% | $4,083-36.2% | $4,126-36.9% |
| Admin fee / account holder | $897 | $3,946-77.3% | $5,651-84.1% | $5,651-84.1% |