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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 | $9,061 | $27,924-67.6% | $58,544-84.5% | $75,181-87.9% |
| Participation rate | 39.5% | 38.8%+0.6pp | 50.9%-11.4pp | 67.2%-27.7pp |
| Annual return | 51.00% | 44.20%+6.8pp | 4249.56%-4198.6pp | 160.69%-109.7pp |
| Employer contribution / active EE | $851 | $669+27.2% | $1,053-19.1% | $2,671-68.1% |
| Participant deferral / active EE | $1,593 | $1,202+32.6% | $1,923-17.2% | $4,126-61.4% |
| Admin fee / account holder | $628 | $1,726-63.6% | $2,520-75.1% | $5,650-88.9% |