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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 | $20,094 | $76,519-73.7% | $56,025-64.1% | $145,897-86.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 11.17% | 3017.03%-3005.9pp | 1712.69%-1701.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $490 | $1,383-64.6% | $1,042-53.0% | $4,663-89.5% |
| Participant deferral / active EE | $671 | $2,624-74.4% | $1,955-65.7% | $6,689-90.0% |
| Admin fee / account holder | $594 | $3,331-82.2% | $2,828-79.0% | $13,390-95.6% |