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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 | $35,311 | $30,421+16.1% | $56,077-37.0% | $74,429-52.6% |
| Participation rate | 19.5% | 32.9%-13.3pp | 52.5%-33.0pp | 67.2%-47.7pp |
| Annual return | 14.58% | 24.94%-10.4pp | 1709.28%-1694.7pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $514 | $610-15.7% | $1,040-50.6% | $2,625-80.4% |
| Participant deferral / active EE | $751 | $1,175-36.1% | $1,954-61.6% | $4,348-82.7% |
| Admin fee / account holder | $2,136 | $2,363-9.6% | $2,825-24.4% | $1,944+9.8% |