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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 | $29,025 | $60,454-52.0% | $81,844-64.5% | $74,459-61.0% |
| Participation rate | 43.4% | 63.0%-19.5pp | 72.4%-29.0pp | 67.2%-23.8pp |
| Annual return | 12.99% | 16.87%-3.9pp | 778.87%-765.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $478 | $2,630-81.8% | $2,916-83.6% | $2,626-81.8% |
| Participant deferral / active EE | $809 | $3,398-76.2% | $4,323-81.3% | $4,350-81.4% |
| Admin fee / account holder | $3,030 | $1,490+103.3% | $7,355-58.8% | $1,945+55.8% |