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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 | $21,945 | $56,431-61.1% | $130,788-83.2% | $87,485-74.9% |
| Participation rate | 29.6% | 58.9%-29.3pp | 70.1%-40.5pp | 68.9%-39.3pp |
| Annual return | 30.13% | 91.27%-61.1pp | 386.44%-356.3pp | 26.06%+4.1pp |
| Employer contribution / active EE | $872 | $1,549-43.7% | $3,558-75.5% | $2,596-66.4% |
| Participant deferral / active EE | $1,477 | $2,749-46.3% | $4,137-64.3% | $4,274-65.4% |
| Admin fee / account holder | $421 | $4,433-90.5% | $6,673-93.7% | $7,775-94.6% |