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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 | $26,773 | $68,097-60.7% | $62,929-57.5% | $137,256-80.5% |
| Participation rate | 41.7% | 77.4%-35.8pp | 73.1%-31.4pp | 80.0%-38.3pp |
| Annual return | 17.20% | 1859.11%-1841.9pp | 1063.93%-1046.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $612 | $2,811-78.2% | $2,505-75.6% | $4,156-85.3% |
| Participant deferral / active EE | $1,774 | $4,553-61.0% | $3,888-54.4% | $6,407-72.3% |
| Admin fee / account holder | $663 | $6,521-89.8% | $5,065-86.9% | $12,270-94.6% |