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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 | $9,773 | $76,634-87.2% | $56,054-82.6% | $145,978-93.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 19.56% | 3004.33%-2984.8pp | 1705.95%-1686.4pp | 550.52%-531.0pp |
| Employer contribution / active EE | $417 | $1,380-69.8% | $1,039-59.9% | $4,662-91.1% |
| Participant deferral / active EE | $596 | $2,622-77.3% | $1,952-69.5% | $6,690-91.1% |
| Admin fee / account holder | $472 | $3,321-85.8% | $2,822-83.3% | $13,400-96.5% |