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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 | $40,322 | $30,421+32.5% | $56,077-28.1% | $74,429-45.8% |
| Participation rate | 19.5% | 32.9%-13.3pp | 52.5%-33.0pp | 67.2%-47.7pp |
| Annual return | 13.15% | 24.94%-11.8pp | 1709.28%-1696.1pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $187 | $610-69.4% | $1,040-82.1% | $2,625-92.9% |
| Participant deferral / active EE | $907 | $1,175-22.8% | $1,954-53.6% | $4,348-79.1% |
| Admin fee / account holder | $11,490 | $2,363+386.1% | $2,825+306.7% | $1,944+490.9% |