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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 | $12,914 | $29,733-56.6% | $56,025-76.9% | $80,959-84.0% |
| Participation rate | 27.1% | 41.7%-14.6pp | 52.5%-25.4pp | 67.7%-40.6pp |
| Annual return | 66.97% | 35.28%+31.7pp | 1712.69%-1645.7pp | 35.67%+31.3pp |
| Employer contribution / active EE | $559 | $672-16.8% | $1,042-46.4% | $2,757-79.7% |
| Participant deferral / active EE | $1,026 | $1,229-16.5% | $1,955-47.5% | $4,300-76.1% |
| Admin fee / account holder | $672 | $2,434-72.4% | $2,828-76.2% | $6,925-90.3% |