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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 | $19,028 | $52,353-63.7% | $120,225-84.2% | $82,448-76.9% |
| Participation rate | 44.8% | 58.3%-13.5pp | 69.6%-24.8pp | 68.1%-23.2pp |
| Annual return | 20.29% | 61.85%-41.6pp | 439.23%-418.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $636 | $1,510-57.9% | $3,475-81.7% | $2,551-75.1% |
| Participant deferral / active EE | $1,675 | $2,627-36.2% | $3,999-58.1% | $4,139-59.5% |
| Admin fee / account holder | $1,469 | $4,363-66.3% | $5,696-74.2% | $7,234-79.7% |