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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 | $76,519-71.3% | $56,025-60.8% | $145,897-84.9% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.0pp | 80.3%-25.8pp |
| Annual return | 12.32% | 3017.03%-3004.7pp | 1712.69%-1700.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $790 | $1,383-42.9% | $1,042-24.1% | $4,663-83.0% |
| Participant deferral / active EE | $3,435 | $2,624+30.9% | $1,955+75.7% | $6,689-48.7% |
| Admin fee / account holder | $812 | $3,331-75.6% | $2,828-71.3% | $13,390-93.9% |