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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 | $26,945 | $52,450-48.6% | $129,384-79.2% | $74,459-63.8% |
| Participation rate | 62.5% | 53.8%+8.7pp | 69.6%-7.1pp | 67.2%-4.7pp |
| Annual return | 15.20% | 15.65%-0.5pp | 9461.77%-9446.6pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $1,087 | $1,532-29.1% | $4,153-73.8% | $2,626-58.6% |
| Participant deferral / active EE | $1,399 | $2,797-50.0% | $4,166-66.4% | $4,350-67.8% |
| Admin fee / account holder | $988 | $2,636-62.5% | $7,686-87.2% | $1,945-49.2% |