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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 | $38,321 | $30,421+26.0% | $56,077-31.7% | $74,429-48.5% |
| Participation rate | 29.6% | 32.9%-3.2pp | 52.5%-22.9pp | 67.2%-37.6pp |
| Annual return | 17.76% | 24.94%-7.2pp | 1709.28%-1691.5pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $644 | $610+5.7% | $1,040-38.1% | $2,625-75.4% |
| Participant deferral / active EE | $1,335 | $1,175+13.6% | $1,954-31.7% | $4,348-69.3% |
| Admin fee / account holder | $914 | $2,363-61.3% | $2,825-67.7% | $1,944-53.0% |