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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 | $37,246 | $65,423-43.1% | $98,477-62.2% | $85,856-56.6% |
| Participation rate | 22.2% | 65.0%-42.8pp | 73.3%-51.1pp | 69.3%-47.1pp |
| Annual return | 12.80% | 21.76%-9.0pp | 1493.59%-1480.8pp | 318.58%-305.8pp |
| Employer contribution / active EE | $439 | $2,168-79.8% | $2,961-85.2% | $2,565-82.9% |
| Participant deferral / active EE | $922 | $3,167-70.9% | $4,276-78.4% | $3,952-76.7% |
| Admin fee / account holder | $3,526 | $4,594-23.2% | $5,951-40.7% | $6,261-43.7% |