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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 | $6,550 | $29,733-78.0% | $56,025-88.3% | $80,959-91.9% |
| Participation rate | 21.4% | 41.7%-20.3pp | 52.5%-31.1pp | 67.7%-46.2pp |
| Annual return | 41.28% | 35.28%+6.0pp | 1712.69%-1671.4pp | 35.67%+5.6pp |
| Employer contribution / active EE | $194 | $672-71.1% | $1,042-81.4% | $2,757-93.0% |
| Participant deferral / active EE | $871 | $1,229-29.2% | $1,955-55.5% | $4,300-79.8% |
| Admin fee / account holder | $2,579 | $2,434+6.0% | $2,828-8.8% | $6,925-62.8% |