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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 | $59,905 | $29,733+101.5% | $56,025+6.9% | $80,959-26.0% |
| Participation rate | 10.1% | 41.7%-31.6pp | 52.5%-42.4pp | 67.7%-57.5pp |
| Annual return | 28.18% | 35.28%-7.1pp | 1712.69%-1684.5pp | 35.67%-7.5pp |
| Employer contribution / active EE | $203 | $672-69.8% | $1,042-80.5% | $2,757-92.6% |
| Participant deferral / active EE | $1,871 | $1,229+52.1% | $1,955-4.3% | $4,300-56.5% |
| Admin fee / account holder | $680 | $2,434-72.0% | $2,828-75.9% | $6,925-90.2% |