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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 | $25,737 | $58,726-56.2% | $142,898-82.0% | $85,851-70.0% |
| Participation rate | 41.5% | 58.5%-17.0pp | 72.0%-30.5pp | 69.3%-27.9pp |
| Annual return | 15.95% | 27.73%-11.8pp | 5639.64%-5623.7pp | 318.63%-302.7pp |
| Employer contribution / active EE | $822 | $1,424-42.2% | $4,146-80.2% | $2,565-67.9% |
| Participant deferral / active EE | $1,511 | $2,609-42.1% | $3,838-60.6% | $3,952-61.8% |
| Admin fee / account holder | $517 | $4,234-87.8% | $6,560-92.1% | $6,261-91.7% |