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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 | $23,335 | $30,423-23.3% | $56,025-58.3% | $74,478-68.7% |
| Participation rate | 26.9% | 32.9%-6.0pp | 52.5%-25.6pp | 67.2%-40.3pp |
| Annual return | 15.57% | 24.97%-9.4pp | 1712.69%-1697.1pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $652 | $610+6.8% | $1,042-37.4% | $2,626-75.2% |
| Participant deferral / active EE | $1,436 | $1,176+22.1% | $1,955-26.5% | $4,350-67.0% |
| Admin fee / account holder | $1,480 | $2,363-37.4% | $2,828-47.7% | $1,946-23.9% |