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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 | $24,032 | $58,714-59.1% | $142,874-83.2% | $85,856-72.0% |
| Participation rate | 30.8% | 58.5%-27.7pp | 72.0%-41.2pp | 69.3%-38.5pp |
| Annual return | 27.80% | 27.73%+0.1pp | 5638.58%-5610.8pp | 318.58%-290.8pp |
| Employer contribution / active EE | $858 | $1,423-39.7% | $4,145-79.3% | $2,565-66.5% |
| Participant deferral / active EE | $1,896 | $2,608-27.3% | $3,838-50.6% | $3,952-52.0% |
| Admin fee / account holder | $3,057 | $4,241-27.9% | $6,561-53.4% | $6,261-51.2% |