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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 | $27,029 | $48,570-44.4% | $130,660-79.3% | $72,976-63.0% |
| Participation rate | 56.6% | 58.6%-2.0pp | 71.7%-15.1pp | 69.5%-12.9pp |
| Annual return | 22.33% | 38.63%-16.3pp | 1709.29%-1687.0pp | 81.02%-58.7pp |
| Employer contribution / active EE | $511 | $1,334-61.7% | $4,092-87.5% | $2,440-79.1% |
| Participant deferral / active EE | $1,656 | $2,384-30.5% | $3,603-54.0% | $3,608-54.1% |
| Admin fee / account holder | $651 | $3,549-81.6% | $5,463-88.1% | $5,124-87.3% |