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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 | $19,661 | $51,631-61.9% | $129,397-84.8% | $80,925-75.7% |
| Participation rate | 37.7% | 56.9%-19.2pp | 69.6%-31.9pp | 67.7%-30.0pp |
| Annual return | 64.26% | 20.77%+43.5pp | 9453.98%-9389.7pp | 35.65%+28.6pp |
| Employer contribution / active EE | $634 | $1,583-59.9% | $4,154-84.7% | $2,756-77.0% |
| Participant deferral / active EE | $2,410 | $2,670-9.7% | $4,167-42.2% | $4,299-43.9% |
| Admin fee / account holder | $1,722 | $4,309-60.0% | $7,679-77.6% | $6,940-75.2% |