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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 | $30,214 | $60,305-49.9% | $81,780-63.1% | $74,400-59.4% |
| Participation rate | 40.3% | 62.9%-22.6pp | 72.4%-32.0pp | 67.2%-26.9pp |
| Annual return | 16.18% | 16.89%-0.7pp | 776.27%-760.1pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $782 | $2,623-70.2% | $2,914-73.2% | $2,624-70.2% |
| Participant deferral / active EE | $1,834 | $3,390-45.9% | $4,321-57.6% | $4,348-57.8% |
| Admin fee / account holder | $4,235 | $1,484+185.3% | $7,384-42.6% | $1,944+117.9% |