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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 | $26,042 | $48,570-46.4% | $130,660-80.1% | $72,983-64.3% |
| Participation rate | 64.3% | 58.6%+5.7pp | 71.7%-7.5pp | 69.5%-5.2pp |
| Annual return | 29.32% | 38.63%-9.3pp | 1709.29%-1680.0pp | 81.01%-51.7pp |
| Employer contribution / active EE | $448 | $1,334-66.5% | $4,092-89.1% | $2,440-81.7% |
| Participant deferral / active EE | $1,128 | $2,384-52.7% | $3,603-68.7% | $3,608-68.7% |
| Admin fee / account holder | $1,154 | $3,549-67.5% | $5,463-78.9% | $5,124-77.5% |