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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 | $8,831 | $30,421-71.0% | $56,077-84.3% | $74,429-88.1% |
| Participation rate | 28.0% | 32.9%-4.8pp | 52.5%-24.4pp | 67.2%-39.2pp |
| Annual return | 19.41% | 24.94%-5.5pp | 1709.28%-1689.9pp | 1368.38%-1349.0pp |
| Employer contribution / active EE | $734 | $610+20.4% | $1,040-29.4% | $2,625-72.0% |
| Participant deferral / active EE | $1,260 | $1,175+7.3% | $1,954-35.5% | $4,348-71.0% |
| Admin fee / account holder | $1,793 | $2,363-24.2% | $2,825-36.5% | $1,944-7.8% |