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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 | $13,694 | $30,423-55.0% | $56,025-75.6% | $74,478-81.6% |
| Participation rate | 32.1% | 32.9%-0.8pp | 52.5%-20.4pp | 67.2%-35.1pp |
| Annual return | 28.75% | 24.97%+3.8pp | 1712.69%-1683.9pp | 1370.56%-1341.8pp |
| Employer contribution / active EE | $484 | $610-20.7% | $1,042-53.6% | $2,626-81.6% |
| Participant deferral / active EE | $1,415 | $1,176+20.3% | $1,955-27.6% | $4,350-67.5% |
| Admin fee / account holder | $1,913 | $2,363-19.0% | $2,828-32.4% | $1,946-1.7% |