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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 | $23,543 | $81,262-71.0% | $155,602-84.9% | $80,911-70.9% |
| Participation rate | 39.6% | 66.2%-26.7pp | 78.2%-38.6pp | 67.6%-28.1pp |
| Annual return | 280.37% | 33.34%+247.0pp | 64.81%+215.6pp | 35.63%+244.7pp |
| Employer contribution / active EE | $892 | $3,102-71.2% | $4,675-80.9% | $2,756-67.6% |
| Participant deferral / active EE | $1,729 | $3,451-49.9% | $5,629-69.3% | $4,297-59.8% |
| Admin fee / account holder | $681 | $7,992-91.5% | $15,923-95.7% | $6,935-90.2% |