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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 | $15,006 | $27,924-46.3% | $58,544-74.4% | $75,181-80.0% |
| Participation rate | 35.7% | 38.8%-3.1pp | 50.9%-15.1pp | 67.2%-31.5pp |
| Annual return | 18.77% | 44.20%-25.4pp | 4249.56%-4230.8pp | 160.69%-141.9pp |
| Employer contribution / active EE | $597 | $669-10.8% | $1,053-43.3% | $2,671-77.7% |
| Participant deferral / active EE | $2,548 | $1,202+112.0% | $1,923+32.5% | $4,126-38.2% |
| Admin fee / account holder | $1,107 | $1,726-35.9% | $2,520-56.1% | $5,650-80.4% |