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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 | $20,304 | $30,437-33.3% | $56,033-63.8% | $74,459-72.7% |
| Participation rate | 31.5% | 32.9%-1.4pp | 52.5%-21.0pp | 67.2%-35.7pp |
| Annual return | 12.89% | 24.96%-12.1pp | 1711.38%-1698.5pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $807 | $610+32.3% | $1,041-22.5% | $2,626-69.3% |
| Participant deferral / active EE | $1,238 | $1,176+5.3% | $1,954-36.7% | $4,350-71.5% |
| Admin fee / account holder | $1,226 | $2,363-48.1% | $2,827-56.6% | $1,945-37.0% |