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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 | $47,253 | $34,932+35.3% | $56,441-16.3% | $74,546-36.6% |
| Participation rate | 41.3% | 32.9%+8.5pp | 52.5%-11.1pp | 67.2%-25.9pp |
| Annual return | 12.20% | 24.90%-12.7pp | 1704.21%-1692.0pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,721 | $608+182.9% | $1,039+65.6% | $2,624-34.4% |
| Participant deferral / active EE | $3,063 | $1,173+161.1% | $1,953+56.8% | $4,347-29.5% |
| Admin fee / account holder | $5,479 | $2,359+132.2% | $2,829+93.7% | $1,944+181.9% |