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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 | $20,514 | $37,446-45.2% | $77,552-73.5% | $79,856-74.3% |
| Participation rate | 19.2% | 41.5%-22.3pp | 54.2%-35.0pp | 69.6%-50.4pp |
| Annual return | 725.21% | 39.76%+685.4pp | 54.82%+670.4pp | 31.71%+693.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $451 | $1,261-64.2% | $1,861-75.8% | $3,741-87.9% |
| Admin fee / account holder | $509 | $2,506-79.7% | $2,859-82.2% | $5,306-90.4% |