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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 | $27,998 | $48,570-42.4% | $130,660-78.6% | $72,976-61.6% |
| Participation rate | 53.0% | 58.6%-5.6pp | 71.7%-18.7pp | 69.5%-16.5pp |
| Annual return | 26.14% | 38.63%-12.5pp | 1709.29%-1683.2pp | 81.02%-54.9pp |
| Employer contribution / active EE | $527 | $1,334-60.5% | $4,092-87.1% | $2,440-78.4% |
| Participant deferral / active EE | $3,072 | $2,384+28.9% | $3,603-14.8% | $3,608-14.9% |
| Admin fee / account holder | $373 | $3,549-89.5% | $5,463-93.2% | $5,124-92.7% |