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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 | $20,524 | $27,936-26.5% | $58,561-65.0% | $75,173-72.7% |
| Participation rate | 69.4% | 38.8%+30.6pp | 50.9%+18.6pp | 67.2%+2.2pp |
| Annual return | 17.11% | 44.21%-27.1pp | 4251.33%-4234.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $3,225 | $670+381.6% | $1,053+206.1% | $2,671+20.7% |
| Participant deferral / active EE | $1,106 | $1,202-8.0% | $1,923-42.5% | $4,126-73.2% |
| Admin fee / account holder | $727 | $1,727-57.9% | $2,520-71.1% | $5,651-87.1% |