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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 | $40,904 | $27,924+46.5% | $58,544-30.1% | $75,181-45.6% |
| Participation rate | 17.6% | 38.8%-21.3pp | 50.9%-33.3pp | 67.2%-49.6pp |
| Annual return | 50.17% | 44.20%+6.0pp | 4249.56%-4199.4pp | 160.69%-110.5pp |
| Employer contribution / active EE | $536 | $669-19.9% | $1,053-49.1% | $2,671-79.9% |
| Participant deferral / active EE | $1,222 | $1,202+1.7% | $1,923-36.5% | $4,126-70.4% |
| Admin fee / account holder | $1,820 | $1,726+5.4% | $2,520-27.8% | $5,650-67.8% |