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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 | $26,534 | $30,437-12.8% | $56,033-52.6% | $74,459-64.4% |
| Participation rate | 7.6% | 32.9%-25.2pp | 52.5%-44.9pp | 67.2%-59.6pp |
| Annual return | 41.61% | 24.96%+16.6pp | 1711.38%-1669.8pp | 1369.70%-1328.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $847 | $1,176-27.9% | $1,954-56.6% | $4,350-80.5% |
| Admin fee / account holder | $1,042 | $2,363-55.9% | $2,827-63.1% | $1,945-46.4% |