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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 | $30,421+55.3% | $56,077-15.7% | $74,429-36.5% |
| Participation rate | 41.3% | 32.9%+8.5pp | 52.5%-11.2pp | 67.2%-25.9pp |
| Annual return | 12.20% | 24.94%-12.7pp | 1709.28%-1697.1pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,721 | $610+182.3% | $1,040+65.4% | $2,625-34.4% |
| Participant deferral / active EE | $3,063 | $1,175+160.6% | $1,954+56.7% | $4,348-29.6% |
| Admin fee / account holder | $5,479 | $2,363+131.8% | $2,825+94.0% | $1,944+181.8% |