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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 | $51,986 | $30,423+70.9% | $56,025-7.2% | $74,478-30.2% |
| Participation rate | 12.3% | 32.9%-20.6pp | 52.5%-40.2pp | 67.2%-54.9pp |
| Annual return | 17.32% | 24.97%-7.7pp | 1712.69%-1695.4pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $365 | $610-40.2% | $1,042-65.0% | $2,626-86.1% |
| Participant deferral / active EE | $1,158 | $1,176-1.5% | $1,955-40.7% | $4,350-73.4% |
| Admin fee / account holder | $675 | $2,363-71.4% | $2,828-76.1% | $1,946-65.3% |