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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 | $20,195 | $34,316-41.2% | $74,722-73.0% | $72,975-72.3% |
| Participation rate | 41.8% | 42.4%-0.6pp | 54.5%-12.7pp | 69.5%-27.7pp |
| Annual return | 55.66% | 26.58%+29.1pp | 753.11%-697.5pp | 81.01%-25.4pp |
| Employer contribution / active EE | $1,158 | $692+67.5% | $1,084+6.9% | $2,440-52.5% |
| Participant deferral / active EE | $2,189 | $1,272+72.1% | $1,963+11.5% | $3,608-39.3% |
| Admin fee / account holder | $448 | $2,125-78.9% | $3,335-86.6% | $5,124-91.3% |