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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 | $15,761 | $49,164-67.9% | $121,169-87.0% | $75,181-79.0% |
| Participation rate | 44.1% | 55.4%-11.3pp | 69.5%-25.4pp | 67.2%-23.1pp |
| Annual return | 19.16% | 56.03%-36.9pp | 986.71%-967.5pp | 160.69%-141.5pp |
| Employer contribution / active EE | $1,131 | $1,546-26.9% | $4,168-72.9% | $2,671-57.7% |
| Participant deferral / active EE | $1,998 | $2,628-24.0% | $4,083-51.1% | $4,126-51.6% |
| Admin fee / account holder | $602 | $3,942-84.7% | $5,645-89.3% | $5,650-89.3% |