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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 | $20,669 | $85,169-75.7% | $172,755-88.0% | $72,983-71.7% |
| Participation rate | 44.7% | 70.1%-25.4pp | 82.6%-37.9pp | 69.5%-24.8pp |
| Annual return | 39.49% | 27.32%+12.2pp | 802.94%-763.5pp | 81.01%-41.5pp |
| Employer contribution / active EE | $1,023 | $3,324-69.2% | $5,144-80.1% | $2,440-58.1% |
| Participant deferral / active EE | $1,694 | $3,260-48.0% | $5,198-67.4% | $3,608-53.1% |
| Admin fee / account holder | $882 | $5,880-85.0% | $13,955-93.7% | $5,124-82.8% |