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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 | $69,118-72.1% | $53,647-64.0% | $138,895-86.1% |
| Participation rate | 13.3% | 64.0%-50.6pp | 56.3%-42.9pp | 79.9%-66.6pp |
| Annual return | 343.49% | 248.26%+95.2pp | 358.33%-14.8pp | 145.39%+198.1pp |
| Employer contribution / active EE | $185 | $1,189-84.4% | $962-80.8% | $4,194-95.6% |
| Participant deferral / active EE | $306 | $2,274-86.5% | $1,813-83.1% | $6,396-95.2% |
| Admin fee / account holder | $2,379 | $2,724-12.7% | $2,460-3.3% | $12,562-81.1% |