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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 | $29,667-56.5% | $56,441-77.1% | $80,874-84.0% |
| Participation rate | 27.1% | 41.7%-14.6pp | 52.5%-25.4pp | 67.6%-40.6pp |
| Annual return | 66.97% | 35.22%+31.7pp | 1704.21%-1637.2pp | 35.62%+31.4pp |
| Employer contribution / active EE | $559 | $669-16.5% | $1,039-46.2% | $2,756-79.7% |
| Participant deferral / active EE | $1,026 | $1,227-16.4% | $1,953-47.5% | $4,297-76.1% |
| Admin fee / account holder | $672 | $2,429-72.3% | $2,829-76.2% | $6,935-90.3% |