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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 | $55,542 | $29,736+86.8% | $56,033-0.9% | $80,935-31.4% |
| Participation rate | 11.6% | 41.7%-30.1pp | 52.5%-40.9pp | 67.7%-56.1pp |
| Annual return | 28.21% | 35.28%-7.1pp | 1711.38%-1683.2pp | 35.66%-7.5pp |
| Employer contribution / active EE | $299 | $671-55.5% | $1,041-71.3% | $2,757-89.2% |
| Participant deferral / active EE | $884 | $1,228-28.0% | $1,954-54.7% | $4,299-79.4% |
| Admin fee / account holder | $4,811 | $2,434+97.7% | $2,827+70.2% | $6,924-30.5% |