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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 | $13,845 | $30,421-54.5% | $56,077-75.3% | $74,429-81.4% |
| Participation rate | 50.0% | 32.9%+17.1pp | 52.5%-2.5pp | 67.2%-17.2pp |
| Annual return | 10.94% | 24.94%-14.0pp | 1709.28%-1698.3pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $475 | $610-22.2% | $1,040-54.4% | $2,625-81.9% |
| Participant deferral / active EE | $1,156 | $1,175-1.6% | $1,954-40.8% | $4,348-73.4% |
| Admin fee / account holder | $2,424 | $2,363+2.6% | $2,825-14.2% | $1,944+24.7% |