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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 | $25,219 | $30,421-17.1% | $56,077-55.0% | $74,429-66.1% |
| Participation rate | 21.2% | 32.9%-11.7pp | 52.5%-31.3pp | 67.2%-46.1pp |
| Annual return | 11.74% | 24.94%-13.2pp | 1709.28%-1697.5pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $568 | $610-6.9% | $1,040-45.5% | $2,625-78.4% |
| Participant deferral / active EE | $1,123 | $1,175-4.4% | $1,954-42.5% | $4,348-74.2% |
| Admin fee / account holder | $2,674 | $2,363+13.1% | $2,825-5.3% | $1,944+37.5% |