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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 | $5,548 | $27,943-80.1% | $58,507-90.5% | $75,177-92.6% |
| Participation rate | 65.7% | 38.8%+26.9pp | 50.9%+14.8pp | 67.2%-1.5pp |
| Annual return | 211.90% | 44.22%+167.7pp | 4252.32%-4040.4pp | 160.75%+51.1pp |
| Employer contribution / active EE | $1,151 | $670+71.8% | $1,053+9.2% | $2,671-56.9% |
| Participant deferral / active EE | $1,448 | $1,202+20.5% | $1,922-24.7% | $4,126-64.9% |
| Admin fee / account holder | $361 | $1,727-79.1% | $2,486-85.5% | $5,651-93.6% |