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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 | $29,603 | $102,635-71.2% | $86,209-65.7% | $139,456-78.8% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.0%-28.1pp | 80.3%-39.4pp |
| Annual return | 19.98% | 1923.53%-1903.6pp | 1169.05%-1149.1pp | 373.45%-353.5pp |
| Employer contribution / active EE | $644 | $3,034-78.8% | $2,381-73.0% | $4,753-86.5% |
| Participant deferral / active EE | $3,188 | $4,677-31.9% | $3,986-20.0% | $6,711-52.5% |
| Admin fee / account holder | $639 | $8,661-92.6% | $6,853-90.7% | $11,407-94.4% |