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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 | $52,353-29.1% | $120,225-69.1% | $82,448-55.0% |
| Participation rate | 12.2% | 58.3%-46.1pp | 69.6%-57.4pp | 68.1%-55.8pp |
| Annual return | 20.27% | 61.85%-41.6pp | 439.23%-419.0pp | 41.64%-21.4pp |
| Employer contribution / active EE | $476 | $1,510-68.5% | $3,475-86.3% | $2,551-81.4% |
| Participant deferral / active EE | $1,037 | $2,627-60.5% | $3,999-74.1% | $4,139-74.9% |
| Admin fee / account holder | $13,070 | $4,363+199.6% | $5,696+129.4% | $7,234+80.7% |