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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 | $40,640 | $30,421+33.6% | $56,077-27.5% | $74,429-45.4% |
| Participation rate | 7.4% | 32.9%-25.5pp | 52.5%-45.1pp | 67.2%-59.8pp |
| Annual return | 16.34% | 24.94%-8.6pp | 1709.28%-1692.9pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $129 | $610-78.9% | $1,040-87.6% | $2,625-95.1% |
| Participant deferral / active EE | $444 | $1,175-62.3% | $1,954-77.3% | $4,348-89.8% |
| Admin fee / account holder | $447 | $2,363-81.1% | $2,825-84.2% | $1,944-77.0% |