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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 | $15,663 | $52,961-70.4% | $172,752-90.9% | $65,185-76.0% |
| Participation rate | 34.3% | 66.2%-31.9pp | 82.6%-48.4pp | 70.2%-35.9pp |
| Annual return | 20.68% | 30.12%-9.4pp | 802.97%-782.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $336 | $2,190-84.7% | $5,144-93.5% | $2,177-84.6% |
| Participant deferral / active EE | $838 | $2,471-66.1% | $5,198-83.9% | $3,514-76.1% |
| Admin fee / account holder | $1,614 | $472+241.9% | $13,955-88.4% | $847+90.5% |