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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 | $21,969 | $76,608-71.3% | $56,077-60.8% | $145,877-84.9% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.0pp | 80.3%-25.8pp |
| Annual return | 12.32% | 3009.59%-2997.3pp | 1709.28%-1697.0pp | 551.28%-539.0pp |
| Employer contribution / active EE | $790 | $1,382-42.8% | $1,040-24.0% | $4,663-83.1% |
| Participant deferral / active EE | $3,435 | $2,624+30.9% | $1,954+75.8% | $6,691-48.7% |
| Admin fee / account holder | $812 | $3,325-75.6% | $2,825-71.2% | $13,402-93.9% |