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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 | $23,863 | $81,749-70.8% | $58,544-59.2% | $139,456-82.9% |
| Participation rate | 29.2% | 61.3%-32.2pp | 50.9%-21.7pp | 80.3%-51.2pp |
| Annual return | 27.57% | 7425.45%-7397.9pp | 4249.56%-4222.0pp | 373.45%-345.9pp |
| Employer contribution / active EE | $511 | $1,398-63.5% | $1,053-51.5% | $4,753-89.3% |
| Participant deferral / active EE | $2,278 | $2,555-10.8% | $1,923+18.5% | $6,711-66.1% |
| Admin fee / account holder | $447 | $3,272-86.3% | $2,520-82.3% | $11,407-96.1% |