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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 | $8,934 | $27,936-68.0% | $58,561-84.7% | $75,173-88.1% |
| Participation rate | 31.3% | 38.8%-7.6pp | 50.9%-19.6pp | 67.2%-36.0pp |
| Annual return | 41.92% | 44.21%-2.3pp | 4251.33%-4209.4pp | 160.72%-118.8pp |
| Employer contribution / active EE | $1,162 | $670+73.5% | $1,053+10.3% | $2,671-56.5% |
| Participant deferral / active EE | $1,727 | $1,202+43.7% | $1,923-10.2% | $4,126-58.1% |
| Admin fee / account holder | $1,270 | $1,727-26.4% | $2,520-49.6% | $5,651-77.5% |