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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 | $58,121-23.5% | $130,788-66.0% | $64,728-31.3% |
| Participation rate | 14.9% | 34.7%-19.8pp | 70.1%-55.2pp | 57.9%-43.0pp |
| Annual return | 20.00% | 102.13%-82.1pp | 386.44%-366.4pp | 49.38%-29.4pp |
| Employer contribution / active EE | $682 | $1,281-46.8% | $3,558-80.8% | $2,243-69.6% |
| Participant deferral / active EE | $977 | $2,137-54.3% | $4,137-76.4% | $2,729-64.2% |
| Admin fee / account holder | $916 | $1,703-46.2% | $6,673-86.3% | $1,145-20.0% |