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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 | $25,434 | $27,936-9.0% | $58,561-56.6% | $75,173-66.2% |
| Participation rate | 54.4% | 38.8%+15.5pp | 50.9%+3.5pp | 67.2%-12.8pp |
| Annual return | 20.64% | 44.21%-23.6pp | 4251.33%-4230.7pp | 160.72%-140.1pp |
| Employer contribution / active EE | $897 | $670+34.0% | $1,053-14.8% | $2,671-66.4% |
| Participant deferral / active EE | $2,036 | $1,202+69.4% | $1,923+5.9% | $4,126-50.7% |
| Admin fee / account holder | $758 | $1,727-56.1% | $2,520-69.9% | $5,651-86.6% |