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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 | $30,423+32.5% | $56,025-28.0% | $74,478-45.9% |
| Participation rate | 19.5% | 32.9%-13.4pp | 52.5%-33.0pp | 67.2%-47.7pp |
| Annual return | 13.15% | 24.97%-11.8pp | 1712.69%-1699.5pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $187 | $610-69.4% | $1,042-82.1% | $2,626-92.9% |
| Participant deferral / active EE | $907 | $1,176-22.9% | $1,955-53.6% | $4,350-79.2% |
| Admin fee / account holder | $11,490 | $2,363+386.2% | $2,828+306.2% | $1,946+490.5% |