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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 | $32,406 | $30,437+6.5% | $56,033-42.2% | $74,459-56.5% |
| Participation rate | 9.1% | 32.9%-23.8pp | 52.5%-43.4pp | 67.2%-58.1pp |
| Annual return | 78.07% | 24.96%+53.1pp | 1711.38%-1633.3pp | 1369.70%-1291.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,065 | $1,176-9.4% | $1,954-45.5% | $4,350-75.5% |
| Admin fee / account holder | $988 | $2,363-58.2% | $2,827-65.1% | $1,945-49.2% |