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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 | $12,811 | $49,199-74.0% | $121,204-89.4% | $75,173-83.0% |
| Participation rate | 17.7% | 55.4%-37.7pp | 69.5%-51.8pp | 67.2%-49.5pp |
| Annual return | 20.06% | 56.04%-36.0pp | 987.18%-967.1pp | 160.72%-140.7pp |
| Employer contribution / active EE | $396 | $1,547-74.4% | $4,170-90.5% | $2,671-85.2% |
| Participant deferral / active EE | $872 | $2,630-66.8% | $4,083-78.6% | $4,126-78.9% |
| Admin fee / account holder | $909 | $3,946-77.0% | $5,651-83.9% | $5,651-83.9% |