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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 | $24,028 | $108,695-77.9% | $74,722-67.8% | $152,897-84.3% |
| Participation rate | 41.2% | 65.4%-24.2pp | 54.5%-13.3pp | 82.5%-41.3pp |
| Annual return | 21.45% | 114.11%-92.7pp | 753.11%-731.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $124 | $1,504-91.7% | $1,084-88.5% | $4,764-97.4% |
| Participant deferral / active EE | $1,289 | $2,712-52.5% | $1,963-34.3% | $5,851-78.0% |
| Admin fee / account holder | $929 | $4,906-81.1% | $3,335-72.1% | $11,599-92.0% |