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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 | $40,640 | $30,437+33.5% | $56,033-27.5% | $74,459-45.4% |
| Participation rate | 7.4% | 32.9%-25.5pp | 52.5%-45.1pp | 67.2%-59.8pp |
| Annual return | 16.34% | 24.96%-8.6pp | 1711.38%-1695.0pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $129 | $610-78.9% | $1,041-87.6% | $2,626-95.1% |
| Participant deferral / active EE | $444 | $1,176-62.3% | $1,954-77.3% | $4,350-89.8% |
| Admin fee / account holder | $447 | $2,363-81.1% | $2,827-84.2% | $1,945-77.0% |