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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 | $8,199 | $27,800-70.5% | $58,507-86.0% | $71,529-88.5% |
| Participation rate | 21.7% | 34.6%-12.9pp | 50.9%-29.2pp | 67.9%-46.3pp |
| Annual return | 582.15% | 26.80%+555.3pp | 4252.32%-3670.2pp | 28.97%+553.2pp |
| Employer contribution / active EE | $233 | $632-63.1% | $1,053-77.9% | $2,590-91.0% |
| Participant deferral / active EE | $401 | $1,208-66.8% | $1,922-79.1% | $4,291-90.6% |
| Admin fee / account holder | $852 | $1,637-47.9% | $2,486-65.7% | $1,588-46.3% |