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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 | $15,878 | $85,171-81.4% | $172,752-90.8% | $72,975-78.2% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 24.80% | 27.32%-2.5pp | 802.97%-778.2pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,616 | $3,324-51.4% | $5,144-68.6% | $2,440-33.8% |
| Participant deferral / active EE | $3,230 | $3,260-0.9% | $5,198-37.9% | $3,608-10.5% |
| Admin fee / account holder | $625 | $5,880-89.4% | $13,955-95.5% | $5,124-87.8% |