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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 | $19,293 | $67,823-71.6% | $52,425-63.2% | $137,256-85.9% |
| Participation rate | 13.3% | 63.9%-50.6pp | 55.6%-42.3pp | 80.0%-66.6pp |
| Annual return | 343.49% | 219.11%+124.4pp | 302.12%+41.4pp | 220.34%+123.2pp |
| Employer contribution / active EE | $185 | $1,163-84.1% | $914-79.7% | $4,156-95.5% |
| Participant deferral / active EE | $306 | $2,288-86.6% | $1,790-82.9% | $6,407-95.2% |
| Admin fee / account holder | $2,379 | $2,844-16.4% | $2,495-4.7% | $12,270-80.6% |