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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 | $40,928 | $80,812-49.4% | $160,784-74.5% | $82,448-50.4% |
| Participation rate | 40.0% | 66.2%-26.2pp | 77.0%-37.0pp | 68.1%-28.1pp |
| Annual return | 15.04% | 100.59%-85.5pp | 1803.92%-1788.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $780 | $2,174-64.1% | $3,733-79.1% | $2,551-69.4% |
| Participant deferral / active EE | $1,862 | $4,335-57.1% | $6,293-70.4% | $4,139-55.0% |
| Admin fee / account holder | $2,271 | $7,695-70.5% | $9,717-76.6% | $7,234-68.6% |