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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 | $21,179 | $65,575-67.7% | $86,209-75.4% | $75,181-71.8% |
| Participation rate | 32.2% | 60.5%-28.3pp | 69.0%-36.7pp | 67.2%-35.0pp |
| Annual return | 14.86% | 46.07%-31.2pp | 1169.05%-1154.2pp | 160.69%-145.8pp |
| Employer contribution / active EE | $731 | $1,553-53.0% | $2,381-69.3% | $2,671-72.6% |
| Participant deferral / active EE | $1,924 | $3,023-36.4% | $3,986-51.7% | $4,126-53.4% |
| Admin fee / account holder | $535 | $5,470-90.2% | $6,853-92.2% | $5,650-90.5% |