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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 | $30,423+55.3% | $56,025-15.7% | $74,478-36.6% |
| Participation rate | 41.3% | 32.9%+8.5pp | 52.5%-11.2pp | 67.2%-25.9pp |
| Annual return | 12.20% | 24.97%-12.8pp | 1712.69%-1700.5pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,721 | $610+182.0% | $1,042+65.2% | $2,626-34.5% |
| Participant deferral / active EE | $3,063 | $1,176+160.4% | $1,955+56.7% | $4,350-29.6% |
| Admin fee / account holder | $5,479 | $2,363+131.9% | $2,828+93.7% | $1,946+181.6% |