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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 | $41,204 | $80,812-49.0% | $160,784-74.4% | $82,448-50.0% |
| Participation rate | 50.7% | 66.2%-15.5pp | 77.0%-26.2pp | 68.1%-17.3pp |
| Annual return | 16.81% | 100.59%-83.8pp | 1803.92%-1787.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $752 | $2,174-65.4% | $3,733-79.9% | $2,551-70.5% |
| Participant deferral / active EE | $1,623 | $4,335-62.6% | $6,293-74.2% | $4,139-60.8% |
| Admin fee / account holder | $825 | $7,695-89.3% | $9,717-91.5% | $7,234-88.6% |