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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 | $44,472 | $66,444-33.1% | $120,225-63.0% | $79,634-44.2% |
| Participation rate | 14.9% | 42.8%-27.9pp | 69.6%-54.7pp | 62.5%-47.6pp |
| Annual return | 20.00% | 53.37%-33.4pp | 439.23%-419.2pp | 36.46%-16.5pp |
| Employer contribution / active EE | $682 | $1,860-63.4% | $3,475-80.4% | $2,529-73.0% |
| Participant deferral / active EE | $977 | $2,798-65.1% | $3,999-75.6% | $3,835-74.5% |
| Admin fee / account holder | $916 | $1,295-29.3% | $5,696-83.9% | $1,002-8.6% |