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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 | $30,385-54.9% | $56,054-75.6% | $74,400-81.6% |
| Participation rate | 32.1% | 32.9%-0.8pp | 52.5%-20.4pp | 67.2%-35.1pp |
| Annual return | 28.75% | 24.92%+3.8pp | 1705.95%-1677.2pp | 1367.51%-1338.8pp |
| Employer contribution / active EE | $484 | $609-20.6% | $1,039-53.4% | $2,624-81.6% |
| Participant deferral / active EE | $1,415 | $1,174+20.5% | $1,952-27.5% | $4,348-67.5% |
| Admin fee / account holder | $1,913 | $2,361-19.0% | $2,822-32.2% | $1,944-1.6% |