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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 | $37,119 | $53,063-30.0% | $124,206-70.1% | $82,637-55.1% |
| Participation rate | 12.2% | 58.4%-46.2pp | 69.6%-57.4pp | 68.1%-55.8pp |
| Annual return | 20.27% | 68.87%-48.6pp | 515.27%-495.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $476 | $1,530-68.9% | $3,540-86.6% | $2,552-81.4% |
| Participant deferral / active EE | $1,037 | $2,644-60.8% | $3,968-73.9% | $4,126-74.9% |
| Admin fee / account holder | $13,070 | $4,281+205.3% | $5,929+120.5% | $7,339+78.1% |