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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 | $30,421+70.9% | $56,077-7.3% | $74,429-30.2% |
| Participation rate | 12.3% | 32.9%-20.6pp | 52.5%-40.2pp | 67.2%-54.9pp |
| Annual return | 17.32% | 24.94%-7.6pp | 1709.28%-1692.0pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $365 | $610-40.2% | $1,040-64.9% | $2,625-86.1% |
| Participant deferral / active EE | $1,158 | $1,175-1.4% | $1,954-40.7% | $4,348-73.4% |
| Admin fee / account holder | $675 | $2,363-71.4% | $2,825-76.1% | $1,944-65.3% |