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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 | $30,421-23.3% | $56,077-58.4% | $74,429-68.6% |
| Participation rate | 26.9% | 32.9%-6.0pp | 52.5%-25.6pp | 67.2%-40.3pp |
| Annual return | 15.57% | 24.94%-9.4pp | 1709.28%-1693.7pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $652 | $610+6.9% | $1,040-37.4% | $2,625-75.2% |
| Participant deferral / active EE | $1,436 | $1,175+22.2% | $1,954-26.5% | $4,348-67.0% |
| Admin fee / account holder | $1,480 | $2,363-37.4% | $2,825-47.6% | $1,944-23.9% |